EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
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Nanofilm (NANO): Don't Sell Yet, More to Come
Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...
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Cashing in the Chips
The Pandemic, buyer hording and supply chain issues all contributed to a perfect storm that's causing a global shortage of computer chips. I take a...
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Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Ganfeng Lithium Placement - Recent Momentum Has Been Weakening, Last Deal Did Exceptionally Well
Ganfeng Lithium (1772 HK) aims to raise around US$628m to fund its capacity expansion plans and for potential investment.
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