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CIO Views: Amid emerging demand destruction, Asia outperforms
We are now in the ninth week of de facto closure of the Strait of Hormuz. As we go to print the press reports that Iran has sent the US proposed ...
- Apr 26
Asia insights
in insights
Equity
An Explainer: Investing in special situations in India
Special situations arise from temporary dislocations, where market ...
- Apr 26
in insights
Equity
India and China: Are there opportunities amid the energy ...
My recent back-to-back trips to India and China revealed two ...
- Apr 26
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- Yuan Yiu Tsai
in insights
Equity
Harnessing low volatility to capture Asia’s income ...
In the current uncertain environment, durable income from equity ...
- Apr 26
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- Michael (Xiaochen) Sun
ESG insights
in insights
Equity
Spotting transition leaders
Transition leaders are strategic additions in a forward-looking ...
- Sep 25
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- Joanne Khew, Fabian Graimann
in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
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- Joanne Khew, Fabian Graimann
in insights
Equity
Why it pays to get dirty
Companies in high-polluting industries are often undervalued due ...
- May 25
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- Joanne Khew, Fabian Graimann
