tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-May-2024

China Inc.: A Changing Mindset 

Amay Hattangadi, Leon Sun, Jerry Peng
As Chinese corporations navigate the complexities of post COVID growth, Beijing is actively encouraging companies to increase dividend payments and embrace share buybacks, as part of government measures to make the capital markets more resilient. The focus on investor-friendly initiatives provides an opportunity for another look at Chinese stocks.

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  22-Apr-2024

Weaving India’s Future: A Tapestry of Green and Grey Energy 

Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.

10604922 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Apr-2024

The Value-Up Recipe for Re-Rating Korea 

Amay Hattangadi, Rose Kim
Will the Korean market’s current value proposition solidify into a lasting investment theme? Amay Hattangadi and Rose Kim examine Korea’s de-rating over the past two decades to determine whether now is time to engage in the Korea “value trade.”

10590919 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  20-Feb-2024

Taiwan's Silicon Shield  

Samson Hung
While geopolitical tensions and the U.S.-China chip war dominate the headlines, Taiwan’s semiconductor industry will benefit from sectors including artificial intelligence and electric vehicles. The chip industry is the silicon shield that protects Taiwan.

10561675 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  17-Nov-2023

Oil: Unrestrained, Underappreciated and Underinvested 

Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.

10515932 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
来自新兴世界的故事  •  2023年10月24日

把握新兴市场的医疗保健趋势 

Jitania Kandhari, Amay Hattangadi
当前,新兴市场医疗保健服务的渗透相对不足,而随着收入水平的提高,对优质的保险和医疗保健服务的需求日益增长。在这些不断变化的趋势中,私立医院、保险公司和医疗旅游提供商有望实现局部增长。新兴市场股票团队的Amay Hattangadi和Jitania Kandhari对此进行了探索。

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-Oct-2023

Navigating Emerging Markets Healthcare Trends 

Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.

10499034 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  29-Aug-2023

Global Real Estate: One Size Doesn't Fit All 

Jitania Kandhari, Audrey Muhirwa
While U.S. residential market dynamics are favorable with strong employment and low loan delinquencies, real estate in other developed economies faces vulnerabilities. China’s struggling property market remains a drag on its economy, but in many other emerging economies increased affordability, shifts in global trade and limited supply will create opportunities explains Jitania Kandhari, Head of Macro & Thematic Research, Emerging Markets Equity Team.

10467674 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Aug-2023

Nigeria's New Dawn? 

Steve Quattry
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.

10459603 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  24-May-2023

Brazil at a Turning Point 

Paul Psaila, Uday Tharar
Brazil’s president Lula has unveiled ambitious spending plans to appease his supporters, but we believe he will moderate his tone and embrace responsible economic policies to manage the fiscal policy and allow the central bank to start cutting rates.

10416229-Insight-Tile-1x1
 
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The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
 
 

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