| Tales From the Emerging World • 23-Jun-2022 | |
Saudi Arabi, More Than Just an Oil Story
Saudi Arabian Equity Team
Saudi Arabia is in the midst of an ambitious and transformative program of social and economic reforms designed to wean the economy off its dependence on the oil sector. Najmul Hasnain, Head of the Saudi Arabia Equity Team, explores.
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| Tales From the Emerging World • 02-Jun-2022 | |
The Nuclear Revival
Emerging Markets Equity Team
Climate concerns and geopolitical events will revive policy makers support for nuclear power: a safe, reliable and carbon-free source of energy. Steven Quattry, Candy Chao and Jorge Chirinos of the Emerging Markets Equity team explain.
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| Tales From the Emerging World • 07-Apr-2022 | |
The Beijing Put — Stemming The Downward Spiral
Emerging Markets Equity Team
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
Emerging Markets Equity Team
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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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.