Corporate earnings are likely to be strong in 2021, reflecting strong consumer demand and resilient cash flows.
Amid a global pandemic and continued U.S.-China trade tensions, quality-growth companies remain strong performers. Portfolio managers Sharat Shroff, CFA, and Inbok Song discuss the opportunity set for growth investors.
Across emerging markets, urban consumption provides ballast and stability to a number of sectors and industries.
Software and hardware companies are supporting new forms of consumption in Asia, such as the growing popularity of online games. Portfolio managers Sharat Shroff and Inbok Song discuss the opportunity set for long-term investors.
Asia’s entrepreneurs have capital, customers and conviction. Learn about the opportunity for global investors.
Dispute could be a setback for productivity, affecting consumers globally.