Viewed as a niche area, some investors dismiss it as being more trouble than it’s worth
How did world’s biggest vaccine producer fall so badly behind?
If rollout does not speed up, the knock-on effect will have widespread global repercussions
Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
Is it finally the era of Asian dominance?
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.
Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
Is India an investment antidote to the coronavirus?
Chinese firms are among the worst hit, but could opportunities arise in another big emerging market?
Time your entry into India, says Ocean Dial
As fund manager sees long-term opportunities in otherwise weak environment
Could an election shake up expensive Indian equities?
Strongman Modi has faced volatile polls ahead of the impending vote
Can India lure investors back in?
South Asian giant’s domestically-focussed economy could deliver outperformance compared to its EM rivals if global trade war tensions rise
The changing face of ESG in Asia
On the surface, Asia lags miles behind the west on key ESG issues – but the region is developing fast.