The Role of Private Alternatives in Hedging Inflation
Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
In this Insight we address the changes and concentration of the MSCI Emerging Market Index over the last decade and the implication for investors of the growing size of China within these Indices.
Middle East – The Reform and Index Upgrade Story
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.
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.
Thoughts from our Global Emerging Markets Team – Indonesia
Will new Indonesian reforms present a multi-year growth opportunity?
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.