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Are global equities on the cusp of a structural change? Pendal’s SAMIR MEHTA explores the fundamentals driving bull and bear markets in the East BUSINESSES are commercial opportunities spotted by…
The Trump administration is having a major impact on the emerging markets asset class. Here, Pendal’s Global Emerging Markets Opportunities team outline the latest trends IT’S been four months since…
The Philippines is on a growth trajectory, but looming deficits raise concerns about its sustainability. Pendal’s Emerging Markets team explains why it has zero-weighted the region INVESTORS who follow Pendal’s…
Local investors appear to be driving renewed interest in China stocks, argues Pendal’s SAMIR MEHTA WHEN asked about President Trump’s first few weeks in office, David Axelrod – former adviser…
Pendal’s emerging markets team explores the latest developments in India and explains why the team remains underweight in the region MOST emerging markets — particularly those with weaker export bases…
Investors should be ready for any scenario as Trump weaponises trade tariffs. But it would take a lot to disrupt the big China e-commerce stocks, argues Pendal’s SAMIR MEHTA HUMAN…
Despite a recent lull in the luxury segment, one iconic brand is making a comeback. Pendal’s SAMIR MEHTA outlines a fashionable investment opportunity IN THE film The Devil Wears Prada,…
In investing – just like in music – real success is found beyond the obvious. China’s Tencent Music is a great example, argues Pendal’s SAMIR MEHTA WHO is the Bob…
At the end of a year in which almost half the world’s population were eligible to vote, investors can finally look forward to more certainty, says Pendal’s ADA CHAN IF…
Pendal’s Global Emerging Markets Opportunities team remains positive about China’s property sector. Here they explain why CHINA remains the most interesting emerging market from a top-down standpoint. Here we focus…
