
Recent Articles from this contributor

While China Struggles, Other Emerging Markets Shine
EM ex-China has delivered robust returns so far this year, and we see reasons why this may continue for some time

Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
A complete uncoupling from China, the world’s pre-eminent manufacturing hub, seems a long way off.

The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
With its 180-degree turn on COVID and other policies, the world’s second largest economy is setting the stage for a broad-based EM rally.


Why Better Times May Be Ahead For China’s Stock Market
Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”

Inflation Everywhere? In Asia, Not So Much Yet
Inflation remains remarkably benign in Asia, while in other Emerging Markets it is following – or exceeding – the global trend.

Is China Still Investable?
Yes, but it’s a new kind of investable that should demand a different approach from investors in the future.