Five reason to be positive about EM
Investors are weighing up what 2020 may bring for emerging markets (EM). Like the years that went before, 2019 was not short of headlines but despite these we believe EM offers an abundance of structural growth opportunities.
21 January 2020 | Anthony Doyle
The future looks well-valued
There is a modern maxim generally attributed to Bill Gates that states that most people overestimate what they can do in one year and underestimate what they can get done in ten years. I think this is also true of investments and markets...
12 December 2019 | Paul Taylor
From Made in China to Designed in China`
With China accounting for one-third of global luxury consumption, Chinese shoppers want more premiumisation. It's a trend that extends right across the Chinese consumer sector and Chinese companies are making the shift from "made in China" to "designed and created in China" as consumers are increasingly more confident with their brands.
12 November 2019 | Fidelity International
Finding humour in the markets
Greece can now borrow money cheaper than Trump’s America, leaderless people’s movements are raging in countries as far as apart as Chile and Hong Kong, there is no resolution yet to Brexit... and yet the market continues to march higher. If nothing else, the market gods seem to have rediscovered their sense of humour!
28 October 2019 | Amit Lodha