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...
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A to Z - Amazon's Growth Story
Amazon.com has recorded one of its best years ever. Many investors are following its success while also wondering if the future will be as bright....
2.9k 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
Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
347 Views
CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets donât bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
410 Views