Category: Thought Leadership

Category: Thought Leadership

18.03.2020

Brazil: An Attractive Entry Point

We believe the recent global market volatility has created an attractive entry point for Brazilian equities.

19.02.2020

The Growth of Gamers in Emerging Markets

The gaming industry now boasts more than 2.5 billion gamers globally and is estimated to spend a total of $152...

30.01.2020

2020 India Market Outlook

In our view, the required building blocks for India's economic growth related to demographics and potential in infrastructure are intact....

31.12.2019

2020 EM Outlook: Navigating Opportunities

Emerging Market (EM) equities show significant potential for a 2020 rerating. With global investors still roughly 700 basis points underweight...

08.10.2019

The Case for Russia

Russian equities' prices will not remain disconnected from fundamentals and they should continue to outperform for the rest of the...

30.09.2019

New China: Impact of the Chinese Consumer

The transition of the Chinese economy to a consumer services-led growth model is widely expected to continue to create secular...

16.09.2019

Indian IT Sector: Resilient Through Multiple Changes

As digital services contribute 35%–45% of the overall revenue of the Indian IT players, high operating margins and cash generation...

21.08.2019

Brazil: Pillars Supporting a Re-rating

The forthcoming pension reform, privatizations, tax reform, trade liberalization and accommodative monetary policy could unleash Brazil's pent-up demand

03.07.2019

2019 Emerging Markets Mid-Year Outlook

A Silver Lining Amid Global Uncertainty: Policymakers in emerging markets have the necessary tools at their disposal to support growth...

28.06.2019

EU-Vietnam FTA: Catalyst for Growth

The implementation of the EVFTA should create a boom in foreign direct investment (FDI) from the EU into Vietnam with...