| Tales From the Emerging World • 07-Apr-2022 | |
The Beijing Put — Stemming The Downward Spiral
Jitania Kandhari,
Amay Hattangadi
Jitania Kandhari, Head of Macro and Thematic Research for the Emerging Markets Equity team, and Amay Hattangadi, Co-Lead of the Emerging Markets Core strategies, take a comprehensive look at China in the context of its recent stock market volatility.
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| Tales From the Emerging World • 28-Feb-2022 | |
Russia's Invasion of Ukraine
Jitania Kandhari,
Eric Carlson
Jitania Kandhari, Head of Macro and Thematic Research and Eric Carlson, Head of Sustainability, both for the Emerging Markets Equity team, look at Russia’s invasion of Ukraine.
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| Tales From the Emerging World • 10-Aug-2021 | |
The Electric Summer of ’91: India’s Hopes Then and Now
Emerging Markets Equity Team
India needs to keep in mind is that its economy is still relatively unfree, and so more than ever it should buck the global trend of more regulation and bigger government. Ruchir Sharma, Chief Global Strategist, explains.
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| Tales From the Emerging World • 20-Jul-2021 | |
Whither the Bubblets of 2021?
Emerging Markets Equity Team
As worry spreads about the rise and fall of market bubbles, questions are asked about whether these price moves count as “bubbles,” poised to pop. Ruchir Sharma, Chief Global Strategist, looks at history for the answer.
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| Tales From the Emerging World • 02-Jun-2021 | |
Where the Digital Future Will Unfold
Emerging Markets Equity Team
The most ingenious uses of future digital technology are likely to be shaped in the emerging world. Ruchir Sharma, Chief Global Strategist, discusses.
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