Section
China, India & Asia
31 posts
The View From The Far East
by Carl Tannenbaum, Chief Economist, Northern Trust Asian economies are in the crosshairs of U.S. trade policy. There…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, AllianceBernstein Emerging-market (EM) stocks might not seem an obvious choice for…
Reflections From Asia
This year's venture to Asia was informative and delicious. by Carl Tannenbaum, Chief Economist, Northern Trust One of…
Emerging Market Contrasts: China and India
by Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab & Company The two largest emerging markets have taken…
China’s Macro Prospects: Five Key Questions
Five topics to think about the policy and macro environment for the next few quarters. by Andy Rothman,…
International outlook: Innovation isn’t just a U.S. story
by Noriko Chen, Jody Jonsson, Jens Sondergaard, Capital International Asset Management Investors can find plenty of innovation engineered…
When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors
For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses…
ESG's Early Adopters
“In emerging markets, many exchanges and regulators are setting forth enhanced standards, often aimed at bolstering shareholder protections…
The power of carry
by Jan Dehn, Ashmore Investment Management Quantitative Easing (QE) policies in developed countries triggered a flight from yield…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
5 Indicators That Suggest The Selloff In EMs Has Gone Too Far
by Bryce Coward, CFA, Knowledge Leaders Capital Emerging market stocks have taken it on the chin so far…
Investing in the Emerging Millennial Boom
by Laurent Saltiel, Naveen Jayasundaram, Sergey Davalchenko, Kate Huang, AllianceBernstein Millennials are becoming a powerful force in emerging…
International Equities are En Vogue, and Could Stay That Way
by Bryce Coward, CFA, Knowledge Leaders Capital Over the last decade US stocks have outperformed the global equity…
Interesting Times in Asia
by Carl Tannenbaum, Asha Bangalore, Ankit Mital, Northern Trust SUMMARY Interesting Times In Asia Looking at Productivity Though…
