Featured insight Evaluating management teams in emerging markets 29 March, 2023 4 mins Read more Sorry, this content is not available in your location and/or for your selected investor type. Latest Insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go China’s e-commerce companies are eating the big grocers’ lunch The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition. 25 November, 2021 Article 4 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins Asia Pacific Client Update - June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. 16 June, 2021 Article 18 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. 13 May, 2021 Article 18 mins Asian Growth Update - January 2021 In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. 02 February, 2021 Article 10 mins Previous page 1 2 3 4 5 6 Next page
Latest Insights Filter by strategy All insights Greater China Asia Pacific India Subcontinent Global Emerging Markets Go China’s e-commerce companies are eating the big grocers’ lunch The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition. 25 November, 2021 Article 4 mins India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins Asia Pacific Client Update - June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. 16 June, 2021 Article 18 mins India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. 13 May, 2021 Article 18 mins Asian Growth Update - January 2021 In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. 02 February, 2021 Article 10 mins Previous page 1 2 3 4 5 6 Next page
China’s e-commerce companies are eating the big grocers’ lunch The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition. 25 November, 2021 Article 4 mins
India - Monthly Manager Views - October 2021 Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times. 23 November, 2021 Article 4 mins
Asia Pacific Client Update - June 2021 Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but things have seldom been better for investors. 16 June, 2021 Article 18 mins
India - Monthly Manager Views - April 2021 In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020. 21 May, 2021 Article 5 mins
China - what's in store for 2021 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. 13 May, 2021 Article 18 mins
Asian Growth Update - January 2021 In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. 02 February, 2021 Article 10 mins
Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected. 09 April, 2025 Article 5 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins
Our views on US tariffs News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.
