Governance, Valuations and the Crisis of State Capitalism
In Januaryâs âGovernment and Marketsâ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
302 Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a âsudden stopâ for China and uncontrolled FX depreciation across EM is unfortunately...
9.4k Views
Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and  'smart' - our phones are packed with ever more functionality, we can surf the net directly...
1.5k Views
Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
2.1k Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
436 Views