Thought Leadership
A collection of Mirae Asset's thought leadership pieces regarding the role of emerging markets in the world economy.
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US-China Trade War: Where Does It Lead?
Read the article to learn the possible directions of trade war.
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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.
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India RBI Governor resignation
Read to understand what is the Way Forward of India.
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The Asian Consumer: Shaping the Future of Global Consumption
Read Asia's long-term outlook and understand how it shapes the future global consumption.
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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.
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A-share Inclusion Update (May 2018)
An important milestone in the integration of A-shares with global equity markets.
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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
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Pushing Down on the Pedal (2Q 2018)
Indian Passenger Vehicles to Accelerate
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Green Shoots for ESG in Asia (April 2018)
Asia: Cutting Through the Noise Series
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Q&A : Kim Jong-Un Surfaces (April 2018)
Asia: Cutting Through the Noise Series Issue VIII
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Consumption Growth (March 2018)
Investing in Today’s Emerging Markets
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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.
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Potential New Emerging Markets on the Block (February 2018)
Argentina, Saudi Arabia and Romania
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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.
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The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.
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A New Era of Indian Fixed Income
Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)
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Asia’s Clout in Global Biosimilars
MIRAE ASSET LENS
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Asia: Cutting Through the Noise Series
Issue VI – North Korea Under the Radar
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New China: Impact of the Chinese Consumer Revisited
New China continues to rapidly advance in the economy.
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Asia's New Middle Class Consumer
The 'sweet spot' of consumption resides in the upward mobility of the Asian middle class.
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China's new consumer middle class affords innovative business models a once-in-a-generation opportunity.
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Asian Equities – Different this Time?
Highly active management in Asia may be poised for a renaissance.
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Compelling Opportunities in Emerging Markets
We believe that we are in the early innings of a sustainable rally in the asset class.
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Asia's CAPEX Pickup in a Trio of Sectors
Signs of recovery are emerging around the region as evidenced in several industries.
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Case for an Unconstrained Bond Portfolio Infographic
An emerging market bias in fixed income investing may offer attractive risk-reward opportunities.
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Asia in the Age of Protectionism
How vulnerable is the region to protectionism and nationalist policies?
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2017 Emerging Markets Mid-Year Update
The synchronous global cyclical recovery is supportive for key emerging markets.
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Case for an Unconstrained Bond Portfolio
An unconstrained approach allows flexible risk allocation in dynamic market conditions.
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Eastern & Central Europe: Beyond Political Headlines
Select European countries and sectors within the region offer growth opportunities at attractive valuations.
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If executed well, the 'Housing for All by 2022' scheme is a big opportunity as a multiplier effect that traverses sectors.
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The Soft Data-Hard Data Conundrum
Market sentiment and economic data do not always move in sync with one another.
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Reasons to be Positive on Emerging Markets
Improved macro fundamentals and positive readings are favorable for emerging markets.
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Korean Discount Brands: Another Aldi is Born
The discounter model is taking form in Korea and transforming food retail & distribution.
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A Tale of Two State-Owned Enterprises
Smart policy and company management can help improve business results as exemplified in Korea and India.
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Emerging Markets in a U.S. Growth Environment
Emerging markets have become more resilient to external shocks.
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Pollution and Clean Energy in Asia
Asia's clean energy investments surge in the face of worsening pollution.