Region: emerging market


Brazil: An Attractive Entry Point

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


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...


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%...


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...


Mirae Asset, Alibaba lead funding in BigBasket

Online grocer BigBasket, is raising about $150 million in fresh funding from investors including South Korean firm Mirae Asset and...


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...


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...


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...


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,...


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...