Find ideas for investing effectively in emerging and frontier economies
Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look.
• The US Secretary of commerce said around 10 trade deals had been signed, and progress is being made in discussions with China. • In Europe, the NATO countries, except Spain, agreed to incre...
As US tariff policy continues to evolve, emerging market corporate credit remains resolute, yet somewhat out of favour with investors. This week’s Bond Bulletin explores key themes and investment o...
During a turbulent April, the Strategy underperformed the MSCI Emerging Markets index by 2.4%.
In April the fund was down -1.98%. We had positive performance from our holdings in Greece and South Korea, whilst the main detractor was China.
A combination of government planning, academic ambition and bold entrepreneurship are hallmarks of the country’s success.
The Emerging Markets equity landscape has changed materially both in size and shape with China crowding out other promising opportunities. Read this article to see why a new regional construct ensu...
Key reforms are likely to continue as India’s new government navigates coalition dynamics. India’s long-term potential remains intact, although the path to achieving its full potential may be bumpi...
China’s new consumerism fueled by the young generation: Part 1 Meta desc: The Hong Kong stock market is one of the best performing equity markets year-to-date. The rally has partly been fueled by i...
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