Words of war vs quality growth
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
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Ramaphosa no sure cure for South Africa
Despite a new president's promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Despite a new president’s promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Isn’t it ironic…
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
Nothing can out-run its fundamentals forever
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
Asia: what a difference a year makes
Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required.
Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required.
The Koreas: recent developments are not new risks
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Tencent’s value surpasses Facebook
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
Liking North Asia, for reasons old and new
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
Asian portfolio review
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
India: a coiled spring
India is one of our favourite emerging markets right now. James Syme explains why.
India is one of our favourite emerging markets right now. James Syme explains why.