Tag: Emerging Markets

Tag: Emerging Markets

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...

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...