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Latest Insights
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A recipe for success?
IT services meets India.
- Date published
- 19 Sep 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape
Despite the headwinds facing EM recently, in our view, the landscape is now positively shifting and this Emerging Markets: An Evolving Landscape series will explore the key drivers with the potential to dictate the future of the asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Mapping the EM journey
In this series, we will put into context the recent difficult period and explore the key reasons why we believe one should continue allocating to EM equities.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Emerging Markets: An Evolving Landscape - India
We believe that India has the potential to drive returns in EM over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.
- Date published
- 23 Aug 2024
- Tag
- Global Emerging Markets
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Global Emerging Markets Performance Review Q2 2024
We provide a performance review on Global Emerging Markets for the second quarter of 2024.
- Date published
- 11 Jul 2024
- Tag
- Global Emerging Markets
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The Indian and Mexican elections
We highlight our Global Emerging Markets team’s thoughts on the expectations, outcomes and implications for markets following the results.
- Date published
- 12 Jun 2024
- Tag
- Global Emerging Markets
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A beginner’s guide to semiconductors
An overview of the semiconductors, taking a look at the manufacturing process, key industry players and the current shape of the industry.
- Date published
- 10 Jun 2024
- Tag
- Global Emerging Markets
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Emerging Markets: Alive and Clicking
Putting the spotlight on China’s internet sector.
- Date published
- 20 May 2024
- Tag
- Global Emerging Markets
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Global Emerging Markets Performance Review Q1 2024
We provide a performance review on Global Emerging Markets for the first quarter of 2024.
- Date published
- 5 Apr 2024
- Tag
- Global Emerging Markets