China-headquartered CSOP Asset Management has launched a new ETF in Singapore providing exposure to technology-related companies from South East Asia and India. Ding Chen, CEO of CSOP Asset Management, said: “This ETF presents an enticing opportunity for investors to capitalise on the
The Indian government has put support programs in place that are facilitating innovation and creating private sector structural growth opportunities in multiple industries ranging from financial services, e-commerce, food delivery and logistics. Comprising layers such as the Aadhaar digital ID scheme, the
GDP growth is likely to improve in the second quarter of the year thanks to the impact of reconstruction efforts after this year’s earthquake, though the risks are on the downside for the second half of 2023 given higher FX
President Joe Biden recently hosted Narendra Modi in a lavish state visit, the Indian prime minister’s first, with both nations seeking to realign their strategic interests at a time when China’s global influence continues to grow. India’s
On my last visit to Sri Lanka in November 2022, my key takeaway was that the economy and stock market had bottomed out as inflation and interest rates had peaked, and the country was on the verge of gaining approval for an IMF (International Monetary Fund) loan. Furthermore, if Sri Lanka can
For the week ending July 9, 48% of advisors searching within emerging markets did so specifically in the Asia-Pacific region. Despite muted flows into China-focused funds this year, the country maintains its position as the most
Should geopolitical tensions continue to ease and monetary stimulus grow in China in the second half, there is opportunity to gain exposure at bargain prices now. Brendan Ahern, CIO of KraneShares, noted in an
“We upgrade our stance on EM local currency bonds to bullish, where we have held a neutral stance for much of the year,” said Morgan Stanley strategist James Lord in the report. If other EM countries follow suit, it
Like nearly all restaurants in China, Pizza Hut, which accounted for about one-fifth of Yum China’s sales in the first quarter, suffered last year as a result of the country’s strict Covid control measures that frequently forced
The effect of these developments can be seen in the continued downtrend in the value of goods traded between China and the United States. The value of goods traded between the U.S. and China saw a
We find three macro/leverage metrics are particularly effective indicators across the full range of EM countries; these measures help highlight excessive borrowing, asset-price bubbles (especially in the real estate
Sequoia China is one of the local leaders in its class, which also includes other global players like SoftBank’s ( OTCPK:SFTBY ) Vision Fund, CVC Capital and PAG, testifying to how much China’s corporate investment
Emerging markets (EM) can offer an ideal growth option, but more discerning investors may want an environmental, social, and governance (ESG) component. “Recent BCG research has found a strong correlation
In an emerging markets portfolio, Taiwan typically represents around 15% of the total allocation, with mainland China accounting for approximately 33%. But if we exclude mainland China, Taiwan’s weight in the portfolio
