Browsing Category
China, India & Asia
26 posts
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…
Trump and Asia: Now the Good News
by Stuart Rae, Rajeev Eyunni, AllianceBernstein With Donald Trump about to be sworn in as US president, markets…
Asian markets: Is global growth the trump card?
Asian markets: Is global growth the trump card? by Brent Bates, Senior Portfolio Manager, Invesco In Asia ex-Japan,…
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes…
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
Emerging Markets Radar (September 9, 2013)
Emerging Markets Radar (September 9, 2013) Strengths China’s August PMI was 51.0 versus market expectation of 50.6, showing…
