Insights

Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing

Emerging Markets
May 5, 2021

Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.

Learn more

Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

The Emerging Markets Consumer

Emerging Markets
Oct 28, 2019

Evolution and Premiumisation of the Emerging Markets Consumer

Learn more

Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

Growth and Income Investing in Emerging Markets – The Trend Continues

Emerging Markets
May 29, 2019

Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.

Learn more

Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

Boots on the Ground: Chinese Internet is Priming for a Cultural Export

Asian Markets
Feb 27, 2019

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.

Learn more

Sandeep Muthangi
Senior Analyst

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.

Learn more

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