Content type: Insights

16.05.2019

Update on US-China Trade Tensions

Although the recent re-escalation of US-China tension is likely to be temporary, markets might pull back somewhat and see higher...

07.05.2019

Financial Inclusion in EM: Look Who's Banking Now

While only 63% of adults in emerging markets have a bank account, it is expected that marginal improvements in regulation...

29.04.2019

Globalization at a Crossroads

Autocratic leaders Xi, Putin and Kim are embracing the strategy of ‘divide and conquer,’ taking advantage of a world increasingly...

26.04.2019

India's Banking Sector: Moment of Renaissance

We believe that the Indian banking sector is in its last leg of provisioning for large Non-Performing Assets (peak GNPA%...

19.04.2019

Compelling Opportunities in Emerging Markets

With major risk from trade disputes, rising interest rates and political instability behind us, we believe EM equities are attractive...

07.04.2019

China: Future-Proofing With Restructuring

In 2019, it is likely that determined efforts by China to balance the economy will pave the way for healthier...

28.03.2019

China Policy 2019: Stability over Growth

In the current environment of slowing economic growth and President Xi’s cemented security for longer-term leadership, Chinese policymakers are attempting...

14.03.2019

Vietnamese Consumer Market: Driving Growth

A range of positive societal and economic features have cemented Vietnam’s clout as the second largest retail market in the...

08.03.2019

One Vietnam Summit, Many Vested Interests

The second summit between President Trump and Kim Jong-un of North Korea ended abruptly. What does this mean for Trump,...

07.03.2019

India Geopolitical and Market Update

The India market has been one of the under-performing markets in Asia, although investors will likely remain in ‘wait and...