Content type: Insights

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...

16.09.2019

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...

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...

14.06.2019

India: The Next Five Years

Spelling stability and a continuity of leadership and essential reforms, Modi's re-election is projected to maintain India's status as the...

27.05.2019

US-China Trade War: Where Does It Lead?

As China and the U.S. face different respective domestic conditions and challenges, their stand-off will be part of unavoidable daily...

21.05.2019

Key factors Impacting Asian Equities

Rahul Chadha, chief investment officer at Mirae Asset Global Investments (HK) discusses the key factors to likely impact Asian Equities.

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...