Emerging Markets

Chinese Stocks Poised for Bigger Role on Global Market Stage
Emerging Markets: Widen Your Lens Beyond Trade Tensions
Is the China Rally Real?

Is the China Rally Real?

by John Lin
The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.

Capital Markets Outlook, Emerging Markets, Equities


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No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Opportunity Amid the China Slowdown

Opportunity Amid the China Slowdown

by John Lin
The slowdown in Chinese economic growth, exacerbated by the tariffs imposed by the US, and its negative effect on the earnings of companies around the globe, has received significant attention recently. Nonetheless, we believe that an allocation to Chinese stocks remains a highly attractive opportunity for long-term investors who are comfortable with volatility.

Emerging Markets, Wealth Planning


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Nigeria and South Africa: Will Elections Bring Change for Investors?
China: Current Questions, Long-Term Opportunities
How Low Can Emerging Markets Go?
Emerging Markets: It’s Not All About Turkey
Rising Brand Power Boosts China’s Investment Appeal
How Contagious Is Turkey?

How Contagious Is Turkey?

by Morgan Harting, Christian DiClementi
The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here.

Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility


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EM Stocks in the Time of Trade Tantrums
Emerging Markets: Diminishing Risks vs. Headline Fears
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