emerging markets

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. So says Alex Duffy, portfolio manager of...

Consumerism is good and strong in emerging markets with plenty of growth left for investors eager to take advantage of the right opportunities. After a rollercoaster...

Emerging markets had a stellar year in 2020, but was this a COVID-19 recovery boost or are long term fundamentals at play? We spoke to Matt Reynolds, investment...

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

In a world hungry for growth, it seems odd that one of the greatest growth stories is being almost entirely ignored by investors. Despite boasting over 6 billion...

Several emerging market economies are seemingly over the worst of the Covid-19 pandemic and are showing signs of life. Within these markets, some companies are trading...

Emerging markets are one of the classic ‘looks cheap’ asset classes, offering higher credit spreads and lower P/E ratios than developed markets. However, they have a...

Rate cuts by emerging market central bankers may hold back any rebound in these countries’ currencies as the global economy recovers. But monetary policymakers across...

Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...

The marriage of finance and technology, or fintech, is finding a natural home in emerging markets (EMs), where the penetration of traditional banking and insurance...

The Silicon Valley giants are shifting their attention to India as the next big growth market, just as the consumer base and payments ecosystems are reaching critical...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

It seems like we’re back where we were at the beginning of the year, with most asset classes looking rich. In these times some investors are tempted to expand their...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

Over the past few months, we have seen some inconceivable things from markets and economies around the globe; from talk of negative interest rates to wild valuations,...

When it comes to emerging markets, a preconceived notion among Australians is that the asset class is "too risky". But Edward Su and Michael Roberge, Co-Managers of...

Longer term, we continue to see the emerging markets commanding an increasing share of the global growth pie, led by younger populations, rapidly rising middle-class...

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...