Conditions for emerging markets ex-China look better for the next few years than they have in recent years. James Syme explains why.
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James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Known for its shopping, we believe Dubai offers opportunities for the astute buyer. James Syme explains why.
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
In this latest video, James Syme provides an update on emerging markets and the valuation-driven opportunities the team are uncovering.
The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.
Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.