Media 2017-04-18T12:45:54+00:00

Emerging Markets Shrug Off Crises For Best Gains in Eight Years

December 2017,  Bloomberg

2017 is set to go down as the year when easy monetary policy and budding global growth came together to deliver blockbuster returns for the world’s emerging markets.

View the full article

China’s ‘Hard Bones’ Reform-Drive Seen Leaving Expansion Intact

November 2017,  Bloomberg

China’s reform drive is winning plaudits from economists who are increasingly confident that excesses in the world’s second-largest economy can be tackled without derailing growth.

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, which is a global brand across Asia and Africa and increasingly Europe and America”1. However, India’s next chapter is now playing out in a vibrant new medium – economic growth on the back of a technology revolution. And it’s a story filled with Indian companies and consumers providing exciting opportunities for investors seeking long-term portfolio diversification.

View the full article

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

Jim O’Neill Says China Fears Are ‘Completely Overblown’

May 2017, Bloomberg

China’s economy shows no signs of crisis even as the country’s crackdown on financial leverage has wiped almost $500 billion from domestic markets.

View the full article