Thought Leadership
A collection of Mirae Asset's thought leadership pieces regarding the role of emerging markets in the world economy.
US-China Trade War: Where Does It Lead?
Read the article to learn the possible directions of trade war.
What’s the impact of Globalization at the crossroads on China and other counterparties?
2019 Emerging Markets Mid-Year Outlook
Emerging market (EM) equities are in the midst of a multi-year recovery, continuing to increase positions in high-conviction secular stories. Learn More.
What are the possible implications of MSCI China A-shares inclusion to your portfolio?
India RBI Governor resignation
Read to understand what is the Way Forward of India.
Opportunities Beyond a Tumultuous Year
The Asian Consumer: Shaping the Future of Global Consumption
Read Asia's long-term outlook and understand how it shapes the future global consumption.
Asia Markets & Outlook Update (Nov 2018)
Understand what US-China and EM markets have happened, and see how this coming quarter is expected to play out.
A-share Inclusion Update (May 2018)
An important milestone in the integration of A-shares with global equity markets.
The Rise of Artificial Intelligence (May 2018)
Artificial intelligence (AI) is one of the hottest buzzwords in the tech world today and for good reason
Pushing Down on the Pedal (2Q 2018)
Indian Passenger Vehicles to Accelerate
Green Shoots for ESG in Asia (April 2018)
Asia: Cutting Through the Noise Series
Q&A : Kim Jong-Un Surfaces (April 2018)
Asia: Cutting Through the Noise Series Issue VIII
Tail of the Dragon
Consumption Growth (March 2018)
Investing in Today’s Emerging Markets
Emerging Market Growth via the Mobile Revolution (March 2018)
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 (February 2018)
Argentina, Saudi Arabia and Romania
The Multi-Decade Asian Consumer (January 2018)
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.
The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.
Are You Invested in Asia?
Infographic
Next Leg of the Recovery
A New Era of Indian Fixed Income
Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)
Asia’s Clout in Global Biosimilars
MIRAE ASSET LENS
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.
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.
China is taking careful measures to ward off an all-out bubble.
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'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.
Big data is an increasingly important competitive advantage for technology players.
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.
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.