INSIGHTS

RECENT INSIGHTS

  • 2018 Emerging Markets Mid-Year Outlook: A Multi-Year Recovery

    Emerging market (EM) equities are in the midst of a multi-year recovery and the recent volatility is an opportunity to increase our positions in high... VIEW
  • Vietnam: Tail of The Dragon Infographic (May 2018)

    Vietnam bears a unique potential amplified by multiple catalysts encompassing outstanding GDP growth and a positive macro environment. VIEW
  • A-share Inclusion Update (May 2018)

    MSCI China A-Share inclusion is a boost to China’s internationalization agenda and the inclusion factor should increase over time. VIEW
  • The Rise of Artificial Intelligence (May 2018)

    Artificial Intelligence (AI) is one of the hottest buzzwords in the tech world today and for good reason – it is a revolutionary breakthrough in technology that will ultimately affect most, if not... VIEW
  • Indian Passenger Vehicles to Accelerate (2Q 2018)

    Indian automobiles have reached an inflection point with key drivers such as economic growth, premiumization and increased safety standards. VIEW
  • Issue VII – Green Shoots for ESG in Asia (April 2018)

    Asia is narrowing the ESG gap and may receive greater attention from the global ESG investment movement going forward. VIEW