Japanese equities to benefit despite recession fears

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Nanuk Asset Management (Nanuk), an industry leader in sustainable investing, predicts the performance of Japanese equities in 2024 to be underpinned by structural changes, as corporate government improvements make the... Read more continue reading

Japan equity in focus: top performer in 2023; remains attractive option for 2024

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Japan’s equity market is at a historical high in total return terms and in price return terms it is at its highest level in almost 34 years. It was one of... Read more continue reading

Hidden GEMs: Are the dark clouds starting to part for emerging markets

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With 2023 falling short of expectations in terms of a recovery for emerging markets, Archie Hart and Varun Laijawalla, Co-Portfolio Managers, Emerging Markets Equities at Ninety One, are optimistic on... Read more continue reading

China’s structural and cyclical challenges present opportunities

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Ninety One’s, Iain Cunningham, Head of Multi-Asset Growth at the global investment manager with an emerging market heritage and perspective manager, discusses China’s structural headwinds. This includes those which are... Read more continue reading

China in transition presents new opportunities for investors

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For most of the past 40 years, investors, policymakers and interested observers have become used to the idea of China as a fast-growing, emergent economy, well on its way to... Read more continue reading

Emerging markets and Asian equities are good long term performers

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Zenith Investment Partners says the probability of emerging markets producing positive returns significantly increases over longer investment horizons, with Zenith’s rated emerging markets funds, on average, outperforming a passive exposure... Read more continue reading

Signs of stabilisation in China after an underwhelming reopening

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While China is facing an economic slowdown, and consumer and business confidence has weakened, signs of stabilisation could point to more positive signs ahead supporting a potential outperformance of the... Read more continue reading

India poised to drive resurgence in EM equities

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While returns of recent years have been disappointing for investors of emerging market (EM) equities, the asset class is ripe with opportunities, driven largely by a compelling case for India,... Read more continue reading

Hidden GEMs: India’s sleeping cat…has become a roaring tiger

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A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. As we all... Read more continue reading

CPD: Secular stars – Why India and Indonesia are set to shine as global economic leaders

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In 2013, India and Indonesia were notoriously named among the so-called “Fragile Five” emerging market (EM) economies that depend heavily on foreign investment to finance growth[1]. A decade later, their... Read more continue reading