A huddle of negative factors cooled investor sentiment towards emerging markets in 2018. Some of these factors have reversed and more could follow.
2018 Stewardship Report
Martin Currie releases its annual stewardship report detailing its commitment to ESG and activities to advance responsible corporate stewardship throughout the year
For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.
Navigating Emerging Markets
India’s digital economy is growing in leaps and bounds and its government is keen to maintain the momentum. An e-commerce policy framework to encourage further growth will be drafted by a task force that will meet by August this year.
Europe's political tensions pose questions for investors; Martin Currie's Michael Browne rates the risks to stability posed by the biggest EU economies now.
Chart of the Week
Chart courtesy of ClearBridge Investments. Source: ClearBridge, Bloomberg as of 4/4/2019. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
Friday saw a solid U.S. jobs report, with only a couple of wrinkles; Germany's manufacturing sector had a distressing February; Greece's debt crisis generated an ironic payday; Brexit hit yet another pothole.
Food and beverage companies face both threats and opportunities from societal change on how we regulate what we eat and drink.
Understanding trends among Chinese consumers is a key factor in assessing the Chinese equity market.
India’s ruling political party, the BJP, remains the front-runner ahead of this year’s election but may have seen its popularity peak. What are the implications for investors if it fails to win enough votes to govern on its own?
A sharply rising population and a government directed move to boost housing in Indonesia is highly favourable for domestic concrete producers.
Price-to-book ratios for Asian equities are well below the long-term average, even after January's bounceback in valuations.
Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.
The outlook for European stocks appears more mixed than a year ago -- with similar potential for both very good and very bad outcomes based on the macro environment.
The sustainability credentials of the US$1.3 trillion global fashion industry are coming under heightened scrutiny.
Online gaming could once have been dismissed as a niche market for investors, but the explosive trend is now impossible to ignore. Much of the growth is coming from Asia.
Emerging Market Equities
Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.
It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.
Markets around the world have fallen sharply so far in October, shaking investors out of their comfort zone. Why is this happening?
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