Changing Landscape of EM Small Caps Emerging Markets, Equities Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend. Read More
AustralianSuper on China A-share Search Asset Owners, Emerging Markets, Equities AustralianSuper has provided an insight into its decision making process for a recent mandate dedicated to China A-shares. Read More
Tech & Healthcare Innovation in Emerging Markets Emerging Markets, Equities, Innovation Pandemics have a way of speeding up change and innovation. We speak to Kunjal Gala at the international business of Federated Hermes about what this means for emerging market equities. Read More
Diversification through China A-shares Emerging Markets, Equities One of the reasons to invest in China A-shares is diversification. So how have these equities held up during the current pandemic-driven financial crisis? We speak to UBS AM’s Geoffrey Wong to find out. Read More
The Factors of Emerging Market Debt Emerging Markets, Fixed Income & Credit Finisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others. Read More
Moral Hazard in China is Breaking Emerging Markets, Fixed Income & Credit The Chinese government’s willingness to let private companies default on their debt is a sign of a maturing domestic market and helps price debt issuances more accurately, according to Fidelity International. Read More
No Westerner Really Understands China Asset Owners, Emerging Markets Out of all Australian Chief Investment Officers, John Pearce, CIO of Unisuper, is probably best placed to have a view on China. But his insights are not what you might expect. Read More
Bubble in Parts of China Tech Sector Emerging Markets Valuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says. Read More
China’s Next Digital Evolution Emerging Markets, Innovation In his new book, Winston Ma describes the next phase of the evolution of China’s digital economy, which will see the merger of online and offline. Read More
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