Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
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Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the 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.
Market Update from the Global Asset Allocation team – December 2020
Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.
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Asia Deserves Some Credit
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.