EM equity

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China Asia tech Macro and market Geopolitical Fiscal policy Information technology Equity EM equity Article Unique Perspectives
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China internet: Identifying opportunities amid economic reopening 

China’s re-opening and economic recovery from its zero-COVID policy has bolstered our optimism in Chinese internet companies.

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By

Yash Patodia

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Article
2023-12-31
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EM equity Outlook China Geopolitical Asset allocation Equity Article
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China equity in 2023: Year of the stock picker

Despite the potential risks of investing in China equity, Equity Portfolio Manager Bo Meunier believes there are attractive opportunities for patient, discerning stock pickers.

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By

Bo Meunier, CFA

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Article
2023-12-31
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Emerging markets EM equity Economic cycle Outlook No Optimizely Monetary policy Equity Article
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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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By

Jamie Rice, CFA

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Article
2023-12-31
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India EM equity Macro and market Asset allocation Equity Quick Take
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India equity: An unsung long-term performance story

Despite strong long-term performance, Indian equities are often overlooked. That may be a mistake, say Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks.

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By

Niraj Bhagwat

Philip Brooks, CFA

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Quick Take
2023-10-31
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Climate Energy Materials Sustainable investing Macro and market Sustainability policies China Equity EM equity Article
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A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
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By

Santiago Millán, CFA

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Article
2023-09-30
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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