in insights
Equity
Will higher energy prices derail EM’s strongest earnings ...
Emerging Markets' (EM) earnings are entering their strongest multi-year upswing in a quarter century, driven by improved fundamentals and investor ...
- Apr 26
- |
- Manyun Tan, Luiz Pinho
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
- |
- 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
- |
- Michael (Xiaochen) Sun
ESG
in insights
Equity
Spotting transition leaders
Transition leaders are strategic additions in a forward-looking ...
- Sep 25
- |
- Joanne Khew, Fabian Graimann
in insights
Multi asset
Engaging for Alpha
Active engagement is a key alpha driver, enabling informed ...
- Jul 25
- |
- Joanne Khew, Fabian Graimann
in insights
Equity
Why it pays to get dirty
Companies in high-polluting industries are often undervalued due ...
- May 25
- |
- Joanne Khew, Fabian Graimann