Morningstar Exponential Technology Index
The MorningstarĀ® Exponential Technology IndexĀ is designed to provide exposure to equities identified by Morningstarās Equity ResearchĀ team as...
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Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
520 Views
Governance, Valuations and the Crisis of State Capitalism
In Januaryās āGovernment and Marketsā report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a āsudden stopā for China and uncontrolled FX depreciation across EM is unfortunately...
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The Urge to Merge (China Moves)
In our recent post we talked about the likelihood of regulators allowing in market mergers within emerging markets. While this traditionally would...
336 Views