Insights

India: Reforms are here to stay

Asian Markets
Mar 1, 2019

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.

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Adrian Lewis
Analyst

Middle East – The Reform and Index Upgrade Story

Emerging Markets
Apr 19, 2019

Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Frontier and Smaller Emerging Markets – the Performance Paradox

Frontier Markets
Oct 16, 2020

Explaining the recent weakness in frontier and smaller emerging markets.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

US-China Trade War Insights from Anindya Chatterjee

Asian Markets
Jun 19, 2019
8:42

In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]

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2019 Asia Market Outlook

Asian Markets
Jan 1, 2019

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

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Robert Petty
Co-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)