Frontier and Smaller Emerging Markets - the Performance Paradox
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.
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.
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.
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.