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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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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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.