emerging markets

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...

According to McKinsey & Co, by 2025, annual consumption in emerging markets will reach $30trn, a milestone they described as “the biggest growth opportunity in the...

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...

Westfield is a name all Australians know well. The company originated in 1959 and was floated in 1960 and now has operations in the US, UK and New Zealand as well as...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...

Investors face a range of challenges as well as opportunities in 2020. Markets are near all‑time highs, and while bull markets tend to die of extremes or crisis,...

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...