Reflexões de Liderança

Reflexões de Liderança

Um conjunto das nossas reflexões sobre o papel dos mercados emergentes na economia mundial.

2017 Emerging Markets Mid-Year Update

The synchronous global cyclical recovery is supportive for key emerging markets.

Case for an Unconstrained Bond Portfolio

An unconstrained approach allows flexible risk allocation in dynamic market conditions.

Eastern & Central Europe: Beyond Political Headlines

Select European countries and sectors within the region offer growth opportunities at attractive valuations.

MSCI A-Shares Inclusion

MSCI’s Inclusion of China A-shares marks a milestone in the global equity markets.

The Next Big Thing

Big data is an increasingly important competitive advantage for technology players.

The Soft Data-Hard Data Conundrum

Market sentiment and economic data do not always move in sync with one another.

Affordable Housing in India

If executed well, the “Housing for All by 2022” scheme is a big opportunity as a multiplier effect that traverses sectors.

Korean Discount Brands: Another Aldi is Born

The discounter model is taking form in Korea and transforming food retail & distribution.

Reasons to be Positive on Emerging Markets

Improved macro fundamentals and positive readings are favorable for emerging markets.

A Tale of Two State-Owned Enterprises

Smart policy and company management can help improve business results as exemplified in Korea and India.

Managing Indian Equities

Opportunities and lessons from managing Indian equity investments for a decade.

Emerging Markets in a U.S. Growth Environment

Emerging markets have become more resilient to external shocks.