Insights
The Emerging Markets Consumer
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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.
Asia Deserves Some Credit
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.
US-China Trade War Insights from Anindya Chatterjee
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
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
Boots on the Ground: Chinese Internet is Priming for a Cultural Export
In our most recent installment of the Boots on the Ground series, the Tiger Fund team digs into the diversity & scale of the Chinese internet landscape beyond the largest and most well-known companies.
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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.
