Category: Emerging markets

Category: Emerging markets

01.07.2019

G20 Summit - Fund managers' reactions

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...

04.12.2018

Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.

04.12.2018

The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.

30.10.2018

Advantage of Terrain: A guide to spotting winning companies

Companies with sustainable profitability have found ways to benefit from competitive positioning and economic terrain

13.08.2018

Turkey’s crisis: policy response disappointing so far

Delphine Arrighi comments on the Turkish economic crisis.

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