Emerging Markets
Idea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
Read MoreIdea Jeneration: What does supply and demand look like in the China onshore bond market?
Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…
Read MoreIdea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Read MoreIdea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
Read MoreIdea Jeneration: Is the term ‘Emerging Markets’ outdated?
In this episode, we ask Stephen if the term ’emerging markets’ is now outdated…
Read MoreEpisode 1: Portfolio Managers’ Questions
Episode1: Join our PMs Neil Staines and Alan Wilson…
Read MoreIs the term “emerging markets” still fit for purpose?
Are labels such as EM & BRIC helpful to investors as they think about markets segments and search for investment opportunities?
Read MoreWhy global investors will start upping exposure to EMD assets
Local currency EM debt may well already be a core asset – so let’s treat it as one….
Read MoreSome Thoughts on Mexico and the MXN
The MXN is the most undervalued currency in our valuation framework…
Read MoreThe Prospective Return of Industrial Policies
The process of globalisation will need to take a break, in light of the stresses it has imposed on…
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