Featured insight Focusing on quality: the key to our approach in global emerging markets 09 May, 2025 4 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go India - Monthly Manager Views - September 2021 As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” Recently, we have seen hordes of the latter kind, garbed as analysts, Unicorn founders, freshly-minted CEOs and so-called “experts”, as they engage in modern-day snake oil salesmanship, which is what seems to pass for Fundamental Equity Research these days. 22 October, 2021 Article 4 mins China’s decarbonisation plans and the companies poised to benefit President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning. 15 October, 2021 Article 6 mins Consumer companies benefit from growing demand in emerging markets Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially. 15 October, 2021 Article 6 mins Tapping into the rise of the Asian consumer As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services. 11 October, 2021 Article 6 mins Rising incomes and under-penetrated categories in India As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford. 11 October, 2021 Article 6 mins Global Emerging Markets Equities - September 2021 Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. 28 September, 2021 Article 28 mins India - Monthly Manager Views - August 2021 As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) have recently announced that the shortage of semiconductor supply has impacted their production schedules. 24 September, 2021 Article 6 mins China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins India - Monthly Manager Views - July 2021 Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion1, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis. In our Monthly Manager Views in April 2021, we spoke about the initial public offering (IPO) rush that we had begun seeing in India early this year. 31 August, 2021 Article 5 mins Investing in uncertain times – what experience has taught us Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption. 04 August, 2021 Article 6 mins Riding out the turbulence with our North Star As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory. 04 August, 2021 Article 6 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
Latest insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go India - Monthly Manager Views - September 2021 As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” Recently, we have seen hordes of the latter kind, garbed as analysts, Unicorn founders, freshly-minted CEOs and so-called “experts”, as they engage in modern-day snake oil salesmanship, which is what seems to pass for Fundamental Equity Research these days. 22 October, 2021 Article 4 mins China’s decarbonisation plans and the companies poised to benefit President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning. 15 October, 2021 Article 6 mins Consumer companies benefit from growing demand in emerging markets Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially. 15 October, 2021 Article 6 mins Tapping into the rise of the Asian consumer As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services. 11 October, 2021 Article 6 mins Rising incomes and under-penetrated categories in India As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford. 11 October, 2021 Article 6 mins Global Emerging Markets Equities - September 2021 Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. 28 September, 2021 Article 28 mins India - Monthly Manager Views - August 2021 As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) have recently announced that the shortage of semiconductor supply has impacted their production schedules. 24 September, 2021 Article 6 mins China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins India - Monthly Manager Views - July 2021 Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion1, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis. In our Monthly Manager Views in April 2021, we spoke about the initial public offering (IPO) rush that we had begun seeing in India early this year. 31 August, 2021 Article 5 mins Investing in uncertain times – what experience has taught us Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption. 04 August, 2021 Article 6 mins Riding out the turbulence with our North Star As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory. 04 August, 2021 Article 6 mins Previous page 1 2 3 4 5 6 7 8 9 10 Next page
India - Monthly Manager Views - September 2021 As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” Recently, we have seen hordes of the latter kind, garbed as analysts, Unicorn founders, freshly-minted CEOs and so-called “experts”, as they engage in modern-day snake oil salesmanship, which is what seems to pass for Fundamental Equity Research these days. 22 October, 2021 Article 4 mins
China’s decarbonisation plans and the companies poised to benefit President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning. 15 October, 2021 Article 6 mins
Consumer companies benefit from growing demand in emerging markets Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially. 15 October, 2021 Article 6 mins
Tapping into the rise of the Asian consumer As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services. 11 October, 2021 Article 6 mins
Rising incomes and under-penetrated categories in India As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford. 11 October, 2021 Article 6 mins
Global Emerging Markets Equities - September 2021 Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. 28 September, 2021 Article 28 mins
India - Monthly Manager Views - August 2021 As with global automotive manufacturers, several Indian automotive original equipment manufacturers (OEMs) have recently announced that the shortage of semiconductor supply has impacted their production schedules. 24 September, 2021 Article 6 mins
China's Tightening Regulations - Should Investors be Worried? What are your thoughts on the increasing regulation risk of investing in China? Firstly, regulations are nothing new — it has always been a part of the investment equation. 22 September, 2021 Article 4 mins
India - Monthly Manager Views - July 2021 Year to date, 34 companies have listed on the Indian exchanges raising a total of USD7.2 billion1, a figure which has been surpassed in India only twice before in the last 12 years on an annual basis. In our Monthly Manager Views in April 2021, we spoke about the initial public offering (IPO) rush that we had begun seeing in India early this year. 31 August, 2021 Article 5 mins
Investing in uncertain times – what experience has taught us Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption. 04 August, 2021 Article 6 mins
Riding out the turbulence with our North Star As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory. 04 August, 2021 Article 6 mins
Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
