Region: emerging-market asia

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...

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...

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...

29.03.2019

Mirae Asset Wins Best Fund Group: India Equity

Mirae Asset Wins the Citywire Asia Hong Kong Best Fund Group Award: India Equity for the fourth year in a...

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...