Emerging Markets
Investors warned about high volatility amid Russia-Ukraine war
Crisis highlights need for broad diversification as a way to improve resilience to shocks
Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
Emerging Markets | 23 Sep 21
What do ‘normalising’ conditions mean for cyclicals?
Softer growth and US monetary policy reversion to create weaker environment for some sectors
Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
Are long-term structural growth themes in India still intact?
With 1.4 billion people, there is massive under-penetration across sectors