emerging markets

Clime Asset Management

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from Sydney to Shanghai and London to New York. Something like $7 trillion was wiped off the value of global sharemarkets. Tighter financial conditions,... Show More

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Livewire Exclusive

Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment Officer of Crestone Wealth Management, a firm that oversees ~$16 billion of assets on behalf of wealthy individuals and not for... Show More

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Mugunthan Siva

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they unfold. We have identified several positive structural changes occurring in India that make it a very attractive opportunity for thematic investors. This long-term opportunity drives... Show More

Mary Manning

Asian markets have had a very strong year, up 29% year to date in 2017 (in AUD terms). This performance has been driven by a combination of strong earnings growth and moderate multiple expansion. Outstanding market performance in China and India and strong sector performance in the Asian mega-cap technology... Show More

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