Region: Emerging Markets

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...

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...

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...

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...