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Viewpoints

December 2018

The Asian Consumer: Shaping the Future of Global Consumption

Read Asia's long-term outlook and understand how it shapes the future global consumption.

November 2018

Asia Markets & Outlook Update

Understand what US-China and EM markets have happened, and see how this coming quarter is expected to play out.

October 2018

India Market - Update

Understand how to response to the liquidity scare in the Indian financial system.

May 2018

A-share Inclusion Update

An important milestone in the integration of A-shares with global equity markets.

May 2018

The Rise of Artificial Intelligence

Artificial intelligence (AI) is one of the hottest buzzwords in the tech world today and for good reason

April 2018

Pushing Down on the Pedal

Indian Passenger Vehicles to Accelerate

April 2018

Green Shoots for ESG in Asia

Asia: Cutting Through the Noise Series

April 2018

Q&A : Kim Jong-Un Surfaces

Asia: Cutting Through the Noise Series Issue VIII

April 2018

Vietnam

Tail of the Dragon

March 2018

Consumption Growth

Investing in Today’s Emerging Markets

March 2018

US-China Trade

Q&A

March 2018

Emerging Market Growth via the Mobile Revolution

The advent of the internet and e-commerce is a well-known story across developed markets and Asia, but the mobile revolution takes it a step further.

Potential New Emerging Markets on the Block

Argentina, Saudi Arabia and Romania

The Multi-Decade Asian Consumer

We believe that the rise of the Asian consumer is the most important opportunity in Asia and represents a multi-decade story that is still in its early stages.

India Market Outlook 2018

The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.

North Korea Under the Radar

Are You Invested in Asia?

2018 Emerging Markets Outlook

Next Leg of the Recovery

A New Era of Indian Fixed Income

Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)

Asia: Cutting Through the Noise Series

Issue VI – North Korea Under the Radar

New China: Impact of the Chinese Consumer Revisited

New China continues to rapidly advance in the economy.

Asia's New Middle Class Consumer

The 'sweet spot' of consumption resides in the upward mobility of the Asian middle class.

In With the New

China's new consumer middle class affords innovative business models a once-in-a-generation opportunity.

Asian Equities – Different this Time?

Highly active management in Asia may be poised for a renaissance.

Compelling Opportunities in Emerging Markets

We believe that we are in the early innings of a sustainable rally in the asset class.

The Chinese Property Market

China is taking careful measures to ward off an all-out bubble.

China's Debt Profile

Upon closer inspection, investor concerns over China's debt may be misplaced.

Asia's CAPEX Pickup in a Trio of Sectors

Signs of recovery are emerging around the region as evidenced in several industries.

Case for an Unconstrained Bond Portfolio Infographic

An emerging market bias in fixed income investing may offer attractive risk-reward opportunities.

Asia in the Age of Protectionism

How vulnerable is the region to protectionism and nationalist policies?

2017 Emerging Markets Mid-Year Update

The synchronous global cyclical recovery is supportive for key emerging markets.

Case for an Unconstrained Bond Portfolio

An unconstrained approach allows flexible risk allocation in dynamic market conditions.

MSCI A-Shares Inclusion

MSCI's Inclusion of China A-shares marks a milestone in the global equity markets.

Eastern & Central Europe: Beyond Political Headlines

Select European countries and sectors within the region offer growth opportunities at attractive valuations.

The Next Big Thing

Big data is an increasingly important competitive advantage for technology players.

Affordable Housing in India

If executed well, the 'Housing for All by 2022' scheme is a big opportunity as a multiplier effect that traverses sectors.

The Soft Data-Hard Data Conundrum

Market sentiment and economic data do not always move in sync with one another.

Reasons to be Positive on Emerging Markets

Improved macro fundamentals and positive readings are favorable for emerging markets.

Korean Discount Brands: Another Aldi is Born

The discounter model is taking form in Korea and transforming food retail & distribution.

A Tale of Two State-Owned Enterprises

Smart policy and company management can help improve business results as exemplified in Korea and India.

Managing Indian Equities

Opportunities and lessons from managing Indian equity investments for a decade.

Emerging Markets in a U.S. Growth Environment

Emerging markets have become more resilient to external shocks.

Pollution and Clean Energy in Asia

Asia's clean energy investments surge in the face of worsening pollution.

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