Frontier and Smaller Emerging Markets - the Performance Paradox
India: Reforms are here to stay
The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
Global Investment Outlook
Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.
Boots on the Ground: Chinese Internet is Priming for a Cultural Export
In our most recent installment of the Boots on the Ground series, the Tiger Fund team digs into the diversity & scale of the Chinese internet landscape beyond the largest and most well-known companies.
After a difficult period, we believe the outlook for African economies and stock markets has turned positive. In 2017 we highlighted a number of developments that would make African markets more attractive, and pleasingly many of these have come to pass.