EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
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Taxi in Indonesia: Another Challenge for the Online Players
Yesterday's demonstration in Jakarta by the online taxi driver aka Uber and Grab drivers in front of the Transport Ministry's office was caused by...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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Tencent Holdings Limited (SEHK:700) 4Q17 Preview: An Inline Quarter and a Strong 2018
● We suggest Tencent 4Q17 revenue/net income will beat consensus by 1.2% and 0.7%.● We raise our estimation for mobile games and internet finance...
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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