Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
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Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections
Emerging Markets
Nov 24, 2020
The perfect recipe?
Thoughts from our Global Emerging Markets Team – Indonesia
Emerging Markets
Nov 5, 2020
Will new Indonesian reforms present a multi-year growth opportunity?
The Emerging Markets Consumer
Emerging Markets
Oct 28, 2019
Evolution and Premiumisation of the Emerging Markets Consumer
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 […]
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.