Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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China: What Can Investors Expect in the Year of the Metal Ox?
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
The End of an Era: Emerging Markets Prepare for a Post-Globalization World
With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.
Investment Considerations of a Bipolar World
Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.
First In, First Out of COVID: How Has China Fared?
A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.
China: Moderation Expected After a Steady Early Recovery
A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.
The Political Struggle among Hong Kong, China and the United States
Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.
How Is China Slowly Emerging from the Coronavirus Aftermath?
How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.
A Cross-Sector View of Coronavirus Impacts
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
Markets Fear a Global Coronavirus Pandemic
Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.
COVID-19: Assessing the Impact on Property Markets
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Coronavirus: Does it Change the Outlook for Chinese Equities?
Assessing the impact of the coronavirus outbreak and potential implications for investors.