Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
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.
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.
Learn more Growth and Income Investing in Emerging Markets – The Trend Continues
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.
Frontier and Smaller Emerging Markets – the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
Learn more Frontier and Smaller Emerging Markets – the Performance Paradox
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.