Articles
Comprehensive coverage of markets across emerging economies.
- How to turn Chinese consumption around
- Asia credit market on the recovery path
- How Chinese companies craft their own future
- Reasons for a standalone India allocation in a global portfolio
- How to consider playing the China wildcard
- Double take on China: policy support
- Double take on China: Entrepreneurship
- Charting China’s comeback
- Investing in India’s ambition
- Dollar and debt dominate IMF-World Bank discussions
- The case for emerging markets
- Double take on China: FDI
- Mirror image: Will this year prove to be the opposite of 2023 for China equities?
- Unlocking the potential of QFII and RQFII: A guide for investors in China
- EM investment grade sovereign hard currency debt in central bank portfolios
- Progress brings opportunities in China bonds
- How China thrives in the technology race
- Investing in China with patience and confidence
- Navigating China’s cycles through a long/short lens
- Asia credit market outlook
- Emerging market review and outlook – equities and fixed income
- The new China playbook: Barry Gill interviews Dr. Keyu Jin
- Can Chinese equities withstand a slowing economy?
- An entrepreneurial state
- Bucking the trend(s): An indexing and active view of Chinese equities
- Dollar diffusion: China’s opportunity to balance the power dynamics in global finance
- China and net zero: An existential sustainability issue
- Where China and the US can underwrite world progress together
- A new game plan to invest in China
- EM corporate debt: A misunderstood asset class
- China’s weakness a challenge, not a crisis
- Engaging and delivering on ESG in Asia
- A decade after the taper tantrum, is it the emerging market’s time to shine?
- Mexico Street View: The nearshoring neighbor
- Latest insights on emerging markets equities
- A new scorecard for China’s SOEs
- Street View: What is new in China healthcare?
- The pulse on China’s economy and stocks
- Find strength and balance in Asian credit
- Are generative AI bots bullish on China AI tech stocks?
- Why invest in both Chinese rates and credits
- Counter volatility in China with a relative value approach
- India: “A right to winâ€
- A return to growth and policy continuity for China
- Beyond DCF: Investment lessons from a career spanning four decades
- New catalysts, new opportunities: The multi-asset case for China
- From Poland to India: Our 2023 outlook for emerging markets equities
- Global companies are committed to China
- Holler for good investment fortune this Lunar New Year
- China and the Global Economy
- 2023 will be a very different year for China
- There is light at the end of the tunnel
- Looking through the short-term noise in China
- The long-awaited catalyst for China equities
- Look beyond China when investing in Asia
- Answering the top China investment questions
- The dichotomy within China fixed income
- Street View: The changing world in Saudi Arabia
- The China alpha story
- The difference hedging costs make for China bonds
- Discipline pays off in China equities
- Chapter three: What’s your next move in China investing?
- What’s ahead for the Chinese yuan (CNY)
- Final chapter: What's your next move in China investing?
- Chapter four: What’s your next move in China investing?
- Chapter two: What's your next move in China investing?
- Chapter one: What’s your next move in China investing?
- Why stay invested in emerging market equities amid war in Ukraine
- EM Fixed Income: Bye Bye Globalization, Hello Stagflation
- 10 numbers to understand China’s decarbonization movement
- Can China’s policy shift turn things around?
- A look ahead at new China opportunities created by volatility
- 3 angles on why to continue to invest in China
- Will China be the Wordle answer of the day?
- Our Year of the Tiger outlook for China is bright
- A new investment opportunity in China?
- China equities webinar: 2021 review and outlook for 2022
- Investing in Asia 2022
- EM Fixed Income: Cross currents bring risks and opportunities
- Asia Equities with Shou Pin Choo
- Real Estate in China: Sector Focus
- Allocating to Asia: Reasons Why
- Asia: Looking beyond familiar territory
- China: Navigating the regulatory landscape
- China equities webinar
- Assessing opportunities in China and frameworks for sustainable investing
- China equity market update with Bin Shi
- Looking through the volatility
- China equities update
- The post-pandemic recovery takes shape
- Energy transition and emerging markets – picking leaders
- Asia small caps: where to find the investing opportunities?
- Sustainable leaders in emerging markets
- Asia Now
- Paying the price of higher growth upfront
- China equities 2021 outlook
- GCC 2021 Wrap Up
- China 2021 - the investing outlook in 10 charts
- China fixed income: under the microscope
- China equities: the alpha opportunity
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Videos
Video views on emerging markets trends, themes and opportunities.Â
- China and the Global Economy
- A look ahead at new China opportunities created by volatility
- 3 angles on why to continue to invest in China
- A new investment opportunity in China?
- Investing in Asia 2022
- China equities 2021 outlook
- China vs US – who wins in tech & innovation?
- Emerging markets equities – key facts
Webinars
Expert presentations and interactive Q&As on the latest trends in emerging markets.
- Webinar with Bin Shi – From pessimism to prosperity
- Webinar with Bin Shi – Is China back?
- The Long and Short of it: Will a new China emerge and change the way of investing?
- China: Will the recovery continue to misfire?
- An adroit approach to China in bull or bear market
- Next in China
- Sail with lift and drag in China investing
- Don't count China equities out just yet
