Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
198 Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.3k Views
Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...
1.3k Views
Profit from India's Rapidly Growing Biotechnology Industry
Now is a strategic time to focus on the upside potential of biotechnology companies in India, as India’s biotechnology industry is projected to...
4.9k Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
302 Views