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 End of Year Review - Martin Lau End of Year Review - Martin Lau 22 December, 2021 Article 2 mins India Monthly Manager Views November 2021 We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year — for peak emissions before 2030 and carbon neutrality by 2060 — are still ambitious and noteworthy considering China’s faster economic growth compared to developed countries. 03 December, 2021 Article 7 mins China’s e-commerce companies are eating the big grocers’ lunch The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups. 25 November, 2021 Article 4 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins 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 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 End of Year Review - Martin Lau End of Year Review - Martin Lau 22 December, 2021 Article 2 mins India Monthly Manager Views November 2021 We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year — for peak emissions before 2030 and carbon neutrality by 2060 — are still ambitious and noteworthy considering China’s faster economic growth compared to developed countries. 03 December, 2021 Article 7 mins China’s e-commerce companies are eating the big grocers’ lunch The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups. 25 November, 2021 Article 4 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins 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 Previous page 1 2 3 4 5 6 7 8 9 10 Next page
India Monthly Manager Views November 2021 We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. 20 December, 2021 Article 3 mins
Global Emerging Markets Equities Focus - December 2021 Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. 14 December, 2021 Article 7 mins
Navigating the challenges and opportunities as China targets net zero China made headlines for watering down coal reduction targets during COP261, but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year — for peak emissions before 2030 and carbon neutrality by 2060 — are still ambitious and noteworthy considering China’s faster economic growth compared to developed countries. 03 December, 2021 Article 7 mins
China’s e-commerce companies are eating the big grocers’ lunch The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups. 25 November, 2021 Article 4 mins
India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins
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
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
