Views & News

14 Nov 2023

Shifting Perspectives in the Chinese Equity Market

Emerging market top-down opportunities and strong consumer-driven growth are unlocking the potential of the Chinese equity market.

31 Oct 2023

JOHCM International Select Strategy Update

Watch as Christopher Lees, CFA, explores the importance of country-specific factors in a deglobalized world and the impact of AI on the investment horizon.

26 Oct 2023

India’s Role in the Global Supply Chain Evolution

India's EMS industry is poised to reshape the investment horizon, serving as a beacon of growth potential, and offering investors a unique opportunity.

19 Oct 2023

China, Trade, and the Future of Asian Economies

From China's economic challenges to the future of Asian exports, discover how Indonesia and India are changing the game in East Asian economies.

11 Sep 2023

What a Negative Inflation Print Means for China

Deflationary challenges arising in China, its rarity in emerging markets, and the influence of political decisions on shaping the economic landscape.

14 Aug 2023

Unveiling Divergent Trends in EM Equities

Emerging markets surge, tech sector booms with EV and AI stocks, and contrasting performance and quality concerns come to light.

27 Jul 2023

JOHCM International Select Strategy Update

Watch as Christopher Lees, CFA, discusses the extraordinary outperformance by USA Mega-caps and where the team is seeing opportunities in 2023.

19 Jul 2023

Emerging Markets Ride Currency Waves

Explore the correlation between currency dynamics, equity market moves, and economic factors to help capitalize on emerging market opportunities.

16 Jun 2023

The Potential of AI and Machine Learning in EM

Discover the potential of AI and machine learning in emerging markets, where innovative technologies have potential to drive growth and reshape industries.

16 Jun 2023

Monetary Measures Reshape Economy

Decisive monetary policy has brought inflation under control in Mexico and Brazil, helping to lift the value of their currencies and support growth.

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