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BRIC briefings
This short video provides a broad overview of different sectors and markets in Asia. Featuring Teera Chanpongsang.
China’s Variable Interest Entities (VIEs) have long allowed foreign investors to be able to partake in the growth of some industries in China, such as education and the Internet, restricted to foreigners. VIEs have come under increasing scrutiny. But are they inherently more risky?
It goes without saying that areas of growth attract investors. But in a blind chase for growth, it is easy to forget that only growth accompanied by economic profits creates value. This month Sunil Asnani takes a look at some of the once-celebrated, top-down investment ideas that did not live up to
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. This paper discusses the evolution of emerging markets, including challenges policymakers face and opportunities and risk for investors.
'In the wake of the steep price declines last month, share prices generally rebounded strongly in most of the Emerging Markets in June. Particularly robust gains were registered for Turkish stocks, whereas Chinese and Brazilian equities were comparatively weaker. The main topics on the markets were
What defines a developed nation? Emerging economies are growing faster and with enviable balance sheets relative to developed countries. In the following interview, portfolio managers Michael Gomez and Lupin Rahman discuss the evolution of emerging markets. (EM), including challenges policymakers
In the emerging markets universe, the so-called BRICs - Brazil, Russia, India, and China - typically garner the most attention. But several less high-profile developing countries are increasingly drawing notice from investors due to rapid economic growth, robust consumer demand, and recent political
Lombard Odier has been bearish on Chinese equities for the past 2 years, judging that embedded risk premia were far too thin to offset the underlying structural risks. Chinese equities are now starting to look cheap, given stable economic indicators and equity return data.
It is now about five years since the great crash, yet the global economy remains subpar with little hope of a significant acceleration while the risk for a renewed global crisis is elevated. This paper analyses the latest market developments and the implications for fixed income managers.
The fifth edition of DLA Piper's 'Doing Business in China' guide provides comprehensive industry knowledge and insights into what it takes to successfully plan and execute business and investment strategies in the People's Republic of China.
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