yunyu

About Yunyu Bin

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So far Yunyu Bin has created 13 blog entries.

Why Jeremy Grantham is so bullish on emerging markets

February 2018,  Financial Review Jeremy Grantham, the 79-year-old investor known for his bearish views, is so bullish on emerging-market stocks that he's telling his own kids to invest more than half their retirement money in the asset class. View the full article

You Haven’t Missed the Emerging-Market Party, Credit Suisse Says

August 2017,  Bloomberg It’s not too late to ride the emerging-market equities bandwagon. From economic expansion to corporate earnings and capital expenditure, everything points to their overtaking developed peers through the middle of next year, according to Credit Suisse Group AG. View the full article

Beyond Bollywood – five reasons to consider investing in India

July 2017, James Brown, Portfolio Manager An intriguing reflection of traditions dating back thousands of years, India is now a unique insight into the influence of innovation on growth. One if its most famous economists, Lord Meghnad Desai believes India’s “export success” – its cinematic industry Bollywood – is “one of the few of India's products, [...]

To Win in Emerging Markets, Avoid the Passive Investing Rush

July 2017, Bloomberg When Robert Marshall-Lee started running an emerging-market equity fund six years ago, he decided the only way to withstand the surge in passive investing strategies was to stop paying attention to them. View the full article

Why China’s economic transition should continue to foster growth

April 2017, James Brown, Portfolio Manager China is a unique economy, given both its scale and the fact that it is effectively centrally controlled by the Chinese Communist Party (CCP) and Central Standing Committee (CSC – led by President Xi Jinping). And while China has embraced a form of capitalism, commonly known as the ‘socialist market [...]