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Caution on India stocks in election year
Caution on India stocks in election year
As 900 million Indian citizens head to the polls, what should investors expect from the region's general...
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Professional Investors
How to allocate to Chinese equities
How to allocate to Chinese equities
The debate around how investors should allocate to China has grown in recent years.
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Professional Investors
Key risks in a divergent equity market
Key risks in a divergent equity market
The stock market outlook appears optimistic, fuelled by an ongoing economic recovery, technological advancements,...
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Professional Investors
Artificial intelligence: the new electricity?
Artificial intelligence: the new electricity?
AI could be a game changing productivity enhancer.
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Professional Investors
Don't let the 'madmen' put you off emerging markets
Don't let the 'madmen' put you off emerging markets
Put aside any prejudices and embrace the opportunities.
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Professional Investors
Brazil the inflation tamer has a strong growth outlook
Brazil the inflation tamer has a strong growth outlook
Its equity market is offering attractive dividends.
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Professional Investors
How to play long-term investment trends in emerging markets
How to play long-term investment trends in emerging markets
In selective emerging markets with low penetration of financial products, there is a clear long-term...
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Professional Investors
Is now an attractive entry point for Chinese assets?
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
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Professional Investors
Why you should consider a better future for EM equities
Why you should consider a better future for EM equities
Turnaround factors are forming to support emerging markets.
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Professional Investors
Never mind the naysayers, the dollar is untouchable
Never mind the naysayers, the dollar is untouchable
The greenback’s role as the world’s foremost reserve currency is unlikely to be undermined anytime soon,...
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Professional Investors
Q&A: What does India offer that China cannot?
Q&A: What does India offer that China cannot?
Structural tailwinds present a significant growth opportunity.
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Professional Investors
Three reasons why emerging markets may rebound
Three reasons why emerging markets may rebound
The valuation story is compelling.
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