Insights
Frontier and Smaller Emerging Markets - the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
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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.
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.
The Emerging Markets Consumer
Emerging Markets
Oct 28, 2019
Evolution and Premiumisation of the Emerging Markets Consumer
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Asia Deserves Some Credit
Asian Markets
Jun 26, 2019
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.
