Growth and Income Investing in Emerging Markets - The Trend Continues
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.
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.
Global Investment Outlook
Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.