tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  02-Oct-2024

Malaysia's Newfound Stability 

Amay Hattangadi, Uday Tharar, Aayushi Kukreja
After four years of political turmoil, Malaysia’s recent stability is paving the way for the government to implement critical reforms, ultimately making the country’s prospects promising. Amay Hattangadi, Uday Tharar and Aayushi Kukreja explain.

insight_malaysia-newfound-stability-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  04-Sep-2024

The Industrial Reset in Emerging Markets 

Jitania Kandhari, Saumya Jain
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness. In emerging markets, this capital expenditure revival is being supported by governments and better macro conditions. Jitania Kandhari and Saumya Jain explain.

insight_emerging-markets-factory-reset_Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  07-Aug-2024

A New Era in South Africa 

Paul Psaila
In a remarkable twist of events, South African President Cyril Ramaphosa turned a potentially career-ending electoral defeat into a victory that may reshape the nation's political and economic landscape. Paul Psaila explains.

24Q30341_a-new-era-in-south-africa_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  11-Jul-2024

Hidden Gems: Unearthing the Potential of Overlooked Markets  

Steven Quattry
Small emerging and frontier market countries have weathered crises this decade, but are implementing reforms based on orthodox economic policies. Despite massive currency depreciations, the equity markets in many of these countries, such as Argentina and Pakistan, have generated stronger earnings per share—in dollar terms—compared to the broader MSCI EM Index. Steven Quattry explains why these countries merit a closer look.

10641515_Hidden-Gems_Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  03-Jun-2024

Poland’s Quiet Convergence 

Eric Carlson, Ravi Jain
Poland, on the verge of bankruptcy when the Berlin Wall came down, has defied expectations to become a crucial manufacturing hub for western companies in Europe. Eric Carlson and Ravi Jain explore how the country became one of the most successful economies to emerge from the former Soviet bloc.

10622137 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  •  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  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

10612692-Insight-Tile-1x1
 
tales-from-the-emerging-world page
Tales From the Emerging World  •  2024年5月7日

中国企业:思维模式转变 

Amay Hattangadi, Leon Sun, Jerry Peng
中国企业在疫后增长的复杂环境中踔厉前行,与此同时,中国政府正在积极鼓励企业增加股息派发并实施股票回购,以此作为稳定资本市场相关举措的一部分。聚焦股东价值的激励举措为重新审视中国股市提供了契机。

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
 
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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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