Insights
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.
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Middle East – The Reform and Index Upgrade Story
Emerging Markets
Apr 19, 2019
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.
Update on Argentina
Frontier Markets
May 9, 2018
The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.
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India: Reforms are here to stay
Asian Markets
Mar 1, 2019
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.
