Graph of the week –...
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23
Emerging markets
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Article
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White paper
Equity outlook – A fragile...
Our latest equity outlook details how some market observers have taken heart from the impending end of the US Federal…
28/04/23
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Podcast
Talking Heads – Indian equities...
Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth…
17/04/23
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Article
All change in China, now...
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater…
22/02/23
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Podcast
Talking heads – Emerging market...
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23
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Podcast
Talking heads – Upturn beckons...
We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and…
09/01/23