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Global Emerging Markets
High-conviction, stock focused emerging market portfolios.
- Date published
- 1 Jun 2023
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A beginner’s guide to semiconductors
An overview of the semiconductor industry, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Mar 2023
- Tag
- Global Emerging Markets
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Emerging Markets pacing ahead?
While acknowledging the difficulty of predicting growth in 2023, IMF has just published its key forecasts for developed and emerging markets.
- Date published
- 21 Feb 2023
- Tag
- Global Emerging Markets
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First Quarter Performance Update
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Conversation Corner: Digital Economy Stock Deep Dive
Join Susan Gim and Alastair Reynolds in conversation about the themes running through emerging market equity performance in Q1 2022.
- Date published
- 4 May 2022
- Tag
- Global Emerging Markets
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Paul Desoisa
Paul is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the industrial, financial and utilities sectors. Paul joined Martin Currie in 2013 researching technology, media and telecoms stocks in the
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Andrew Mathewson
Andrew is a co-manager of our Global Emerging Markets strategy. He has had responsibility for researching stocks in the consumer and healthcare sectors since the formation of the Global Emerging Markets team in 2010. Prior to this, he worked in
- Date published
- 28 Jan 2022
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Colin Dishington
Colin is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the communication services sector. Before re-joining Martin Currie in 2018, he worked as a research analyst at Matthews Asia, an Asia-only
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Alastair Reynolds
Alastair has been investing in equities for almost 30 years. He joined Martin Currie in 2010, when Martin Currie expanded its commitment to the Emerging Market asset class. In addition to managing investment portfolios and conducting investment
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Divya Mathur
Divya is a co-manager of our Global Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP, where he was investment director on its GEMs desk. As Portfolio Manager, Divya was
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Paul Sloane
Paul is a co-manager of our Global Emerging Markets strategy and has responsibility for researching financials stocks. Paul first joined Martin Currie in 2003, leading our global financials research and co-managing our Global Financials Absolute
- Date published
- 28 Jan 2022
- Tag
- Emerging Markets
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Aimee Truesdale
Aimee Truesdale is a co-manager of our Global Emerging Markets strategy and has responsibility for researching stocks in the healthcare sector. Aimee joined Martin Currie in 2021. Before that, she was an assistant fund manager and equities analyst
- Date published
- 27 Jan 2022