2017 Emerging Markets Mid-Year Update

The synchronous global cyclical recovery is supportive for key emerging markets.

Affordable Housing in India

If executed well, the “Housing for All by 2022” scheme is a big opportunity as a multiplier effect that traverses sectors.

Case for an Unconstrained Bond Portfolio

An unconstrained approach allows flexible risk allocation in dynamic market conditions.

Korean Discount Brands: Another Aldi is Born

The discounter model is taking form in Korea and transforming food retail & distribution.

MSCI A-Shares Inclusion

MSCI’s Inclusion of China A-shares marks a milestone in the global equity markets.

Pollution and Clean Energy in Asia

Asia’s clean energy investments surge in the face of worsening pollution.