Market Insights and Education & Resources
Caution prevails
September 20 2018
As the USD dictates liquidity conditions in emerging markets, Samir Mehta takes stock and peers over the edge.
Economic brutality: Argentina and Brazil
September 19 2018
A strong USD is but one of many challenges for Argentinians and Brazilians, highlighting once again the need to be selective at the country level.
Donald Trump is fighting fire with fire
August 29 2018
Vimal Gor peels back a few layers of the global trade playbook to provide some context to the seemingly treacherous path of US-China trade relations.
Resilience matters: 2 Minute Noodles spring back
August 17 2018
Samir Mehta lifts the lid on Nestle India's challenges with its iconic Maggi brand - and his own challenges with lofty valuations.
Case studies: the role of currency in valuing EMs
August 14 2018
Among a number of factors, currency valuations are a critical component of assessing opportunities in emerging market equities.
Sell the headlines, buy the story
August 10 2018
How did investment markets perform for the 2017/18 financial year? Our portfolio managers share the real stories that divided leaders from the laggards.