Commentary

India’s Election Shock

Portfolio Manager Peeyush Mittal says even as Narendra Modi looks set to remain as Prime Minister, India’s domestic growth agenda faces a pause until the political landscape takes shape following the country’s elections.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

China’s Policy Inflection Point Arrives

Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.

Commentary

Active Engagement and Regulatory Change in Asia Is Releasing Value for Investors

We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.

Commentary

Switch It Up and Pair Your ETF Trades

Learn how using a “switch” trading strategy can create efficiencies to improve overall execution cost and quality.

Commentary

Three Minutes on Japan

Portfolio Manager Shuntaro Takeuchi gives his take on the outlook for investor returns in Japan’s equity markets.

Commentary

Two China Questions

In this issue of Sinology, Andy Rothman offers his perspective on two key questions.

Commentary

India Strategies for Maximizing Returns

India is a long-term structural investment story but it isn’t cheap. To get the most from India we believe investors should adopt a selective approach in order to stay aligned with the country’s long-term value creation while not being distracted or paying too much for shorter-term, lower-growth opportunities.

Commentary

India’s Structural Growth Opportunity

India's economic journey over the last decade has been remarkable and it’s just getting started.

Commentary

India’s Key Growth Sectors

India's economic landscape offers a tapestry of growth opportunities.

Commentary

Q1 2024 CIO Review and Outlook

At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.

Commentary

India: The Structural Growth Story and the Long-Term Investment Opportunity

India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.

Commentary

Three Minutes on India

Portfolio Manager Peeyush Mittal, CFA, offers his views on the outlook for India, the coming elections and longer-term themes.

Commentary

Market Viewpoint

David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Commentary

China Numbers That Count

Andy Rothman reviews data points that offer insights into the coming quarters.