Views & News

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

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.

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

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

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

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

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

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

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

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