Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
542 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
448 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
353 Views
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...
266 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