Viewed as a niche area, some investors dismiss it as being more trouble than it’s worth
If rollout does not speed up, the knock-on effect will have widespread global repercussions
As the pool of assets that appears to leave some margin for error is fast diminishing
The term ‘Asian Century’ entered common usage in the 1980s, as a way of describing the region’s anticipated economic dominance in the 21st century, writes Sunny Bangia, portfolio manager at Antipodes Partners.
Drive for improvements will stem from necessity more than choice
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?
As fund manager sees long-term opportunities in otherwise weak environment
Strongman Modi has faced volatile polls ahead of the impending vote
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise
On the surface, Asia lags miles behind the west on key ESG issues – but the region is developing fast.