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Tales From the Emerging World  •  02-Aug-2022

Emerging India in a Multipolar World 

Jitania Kandhari
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.

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Tales From the Emerging World  •  23-Jun-2022

Saudi Arabia, More Than Just an Oil Story  

Najmul Hasnain
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 

Jorge Chirino
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 

Jitania Kandhari
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
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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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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