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Emerging Markets

Companies | 10 Feb 22

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

Asia | 22 Sep 21

Traditional sectors not out for the count yet

Even though thematic ESG strategies are resonating more with investors

Asia | 17 Sep 21

Are long-term structural growth themes in India still intact?

With 1.4 billion people, there is massive under-penetration across sectors

Half of professional athletes fail to seek financial advice

Emerging Markets | 1 Sep 21

EM growth set to overtake developed markets?

But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns

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