Section
China, India & Asia
33 posts
5 keys to investing in 2026
by Martin Romo, Cheryl Frank, Pramod Atluri, Diana Wagner, and Chris Buchbinder, Capital Group After three straight years…
Goldman Sachs: What the Next 10 Years May Look Like for Global Equity Investors
Most people worry about what the market will do this month, or maybe this year. But the real…
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…
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…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…