Insights

Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections

Emerging Markets
Nov 24, 2020

The perfect recipe?

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Thoughts from our Global Emerging Markets Team – Indonesia

Emerging Markets
Nov 5, 2020

Will new Indonesian reforms present a multi-year growth opportunity?

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

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 […]

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Anindya Chatterjee
Senior Vice President and Lead Portfolio Manager

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.

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier 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.

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Adrian Lewis
Analyst