Conditions for EM ex-China looking up
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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Parastatal paralysis
James Syme takes a look at two interesting stories that have been developing recently in South Africa and Mexico.
Korea’s corporate revolution
We're confident that Korean corporate governance is undergoing irreversible and revolutionary change - James Syme explains why.
Asian Paints in India – years of growth ahead
The world over, paints is an oligopolistic industry; in American and India, it has yet to be disrupted by online commerce.
Buying up in Dubai
Known for its shopping, we believe Dubai offers opportunities for the astute buyer. James Syme explains why.
In a pickle: Kraft Heinz
In the first of a two part series, we look at Kraft Heinz as a lesson in investing in quality companies.
Video update: Positioning for an upturn in emerging markets
In this latest video, James Syme provides an update on emerging markets and the valuation-driven opportunities the team are uncovering.
Dovish Fed should boost emerging markets
The overtly dovish shift in policy stance by the US Federal Reserve should augur well for emerging markets into 2019.
Are disruptors doomed as the cycle turns?
Early signs of corporate casualties borne out of cheap money are now appearing. Samir Mehta outlines why his defensive stance may trigger growth opportunities.
Playing the waiting game on China
China’s growth is clearly slowing and policy responses are warranted, but James Syme believes the authorities won’t be moving in a hurry.