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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US-China Trade War Insights from Anindya Chaterjee
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 […]
2019 Asia Market Outlook
Asian Markets
Jan 1, 2019
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
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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.
