January 23, 2020 Will the Wuhan Coronavirus Infect China’s Economy? by Mo Ji A virus is spreading across China, causing disruption, severe illness and even death. In addition to the tragic human cost of an epidemic, widespread disease can cause significant macroeconomic damage. We estimate the potential impact of the Wuhan coronavirus on China’s GDP growth. Economics, Emerging Markets Likes 0 SHARE Bookmarks
January 22, 2020 Our Emerging-Market Debt Outlook: Dipping into 2020 by Shamaila Khan Emerging-market debt is unlikely to reprise last year’s stellar performance as the global economy slows in 2020, but it’s still worthwhile to dip into compelling opportunities. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
December 17, 2019 Investing in Chinese Stocks After the Trade Truce by John Lin, Stuart Rae Now that the US and China have agreed to begin easing trade tensions, the fog over China’s markets is starting to lift. Investors should consider Chinese equity opportunities that have been overlooked because of tariff fears. China, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
November 19, 2019 Chinese Stocks Poised for Bigger Role on Global Market Stage by John Lin, Stuart Rae China is the world’s second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing stock market capitalization—and more inflows expected from greater index inclusion—foreign investors should take a closer look. China, Emerging Markets, Equities Likes 1 SHARE Bookmarks
September 03, 2019 Why EM Corporate Debt Deserves a Place in Your Portfolio by Shamaila Khan, Elizabeth Bakarich Investors recognize that emerging markets are at the core of the global economy and belong in a fixed-income allocation. Still, many investors are underexposed to emerging-market corporate bonds. We think that’s a mistake. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
August 21, 2019 Are Distressed Small Banks Putting China’s Banking System at Risk? by Hua Cheng It’s been 20 years since a Chinese bank failed. But recent bailouts of three regional lenders have raised concerns about systemic problems in China’s financial sector. While risks have grown for China’s smaller banks, we believe that the Chinese banking system remains robust. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 01, 2019 India: The New China for Global Growth? by Mo Ji, Shamaila Khan If demographics is destiny, then India may well be the next China in terms of economic growth. Yes, the two countries have significant differences, but they also have some interesting parallels. What’s holding India back, and what will help most to unlock its future growth potential? Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 10, 2019 Hard Landing for China’s Growth? Six Factors to Watch by Mo Ji, Shamaila Khan Will China’s economy suffer a hard landing? That’s been a concern voiced by investors almost every year for the past 10 years. But now, with China’s incredible increase in debt and leverage (not to mention escalating trade wars), the possibility of a hard landing would have critical implications for all global markets. China, Economics, Emerging Markets, Fixed Income, Trade Wars Likes 0 SHARE Bookmarks
May 28, 2019 China and US: Tug of Trade War by Mo Ji, Shamaila Khan The latest spike in trade tensions between the US and China raises the stakes for the G20 meeting in late June. It also has some investors questioning how China will manage growth as well as fiscal and monetary policy to keep stability through these uncertain times. China, Economics, Emerging Markets, Fixed Income, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 22, 2019 Emerging Markets: Widen Your Lens Beyond Trade Tensions by Morgan Harting The beauty of EM investing is you can find opportunities in stocks or bonds beyond the narrow focus of headlines. Emerging Markets, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 14, 2019 Why Play Defense in Rising Emerging Markets? by Sammy Suzuki Why should emerging-market investors exercise caution in a rising market? With big unresolved challenges, we think it’s prudent to target companies with solid fundamentals and stable business models to overcome macroeconomic uncertainty and build a resilient portfolio for the long-term. Emerging Markets, Equities Likes 0 SHARE Bookmarks
May 14, 2019 Where Next? Our Post-Recovery Outlook for Emerging-Market Debt by Shamaila Khan Emerging-market bonds got off to a strong start after a difficult 2018. Are more gains possible? We think so, and volatility sparked by increased trade tension may provide a buying opportunity for selective investors. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
May 14, 2019 Postcard from… India by Jia Zhang India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked beyond the noisy headlines, I felt excited about the attractive investment opportunities that were created by the liquidity crisis which started last September. Emerging Markets, Equities Likes 0 SHARE Bookmarks