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Emerging markets

All NEWS and PR Investment stategy Pages
01
Feb
2019
Economic Outlook
Every quarter, the Investment Strategy team shares its economic and market forecasts.
Investment strategy
Every quarter, the Investment Strategy team shares its economic and market forecasts.
Economic Outlook
09
Jan
2019
Execution
the flexibility to execute your own investment orders
Capital Market
the flexibility to execute your own investment orders
Execution
09
Jan
2019
January 2013 - #53
Investment strategy
January 2013 - #53
09
Jan
2019
March 2013 - #55
Investment strategy
March 2013 - #55
09
Jan
2019
Mid Year Outlook 2013
Investment strategy
Mid Year Outlook 2013
09
Jan
2019
October 2012 - #51
Investment strategy
October 2012 - #51
09
Jan
2019
Outlook 2013 - #01
Investment strategy
Outlook 2013 - #01
03
Jun
2013
ASEAN : IN THE MIDDLE OF A MULTI-YEAR RERATING
The structural change in the Chinese’ role, the cyclical rebound in the Japanese economy and the lowering commodity...
Asset allocation
The structural change in the Chinese’ role, the cyclical rebound in the Japanese economy and the lowering commodity prices are key factors sustaining ASEAN countries performance relative to other Emerging Markets.
ASEAN : IN THE MIDDLE OF A MULTI-YEAR RERATING
03
Jun
2013
RESILIENT GROWTH STOCKS STILL BUBBLY
Growth resilient stocks continue to perform well although valuation is now stretched. While we are tempted to switch out...
Emerging markets
Growth resilient stocks continue to perform well although valuation is now stretched. While we are tempted to switch out of expensive defensive growth into cheap cyclical sectors, investors are still willing to pay more for high quality sustainable growth as the global economy is set to grow well below its potential. Since March 2009, the bottom of the...
RESILIENT GROWTH STOCKS STILL BUBBLY