Articles of interest

Who Has the Most to Lose If China’s Trade Ambition Succeeds?

The most exposed countries have a high dependence on exports and a substantial presence in the electronics, auto, and shipping sectors (source: Bloomberg Businessweek).

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Eight Charts: India Ascendant

India’s economy will experience the ordinary progress of a century over the next decade (source: CFA institute).

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The Next Decade of China’s Transformation

The latest act in its economic success story may see China achieve high-income status in 10 years, an unprecedented transformation for a country its size and one with far-reaching ramifications (source: Morgan Stanley).

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The Emerging Markets Hat Trick: Time to Throw Your Hat In?

Long-term investors have a unique investing opportunity in emerging market assets given the very rare combination of cheap equity valuations, depressed currencies, and positive momentum in equity prices and economic fundamentals (source: Research Affiliates)

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