How digital disruption modernised the EM investment case
Past decade has seen a considerable shift the in emerging market story
Martin Currie
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How EM companies are key to building a sustainable planet
They are uniquely placed to provide many of the solutions
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Watch the risks to the EM rally
Led by China, emerging market stocks have been on a relentless rally this year, outperforming all other equity markets. What are the risks to this remarkable recovery?
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Falling profits weigh on Asian equities
Concerns over dilution to shareholder returns and falling profitability are the key challenges for equity markets throughout Asia, said Paul Danes, investment director and Asia CEO of Martin Currie.
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goldmine or minefield
Commodities have had a tough time in the past two years. However, in tandem with a recovery in other global markets, natural resources funds could be due a revival. By Esther Armstrong
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adapting to survive
Martin Currie’s Andrew Sowerby recognised some time ago that the rapidly changing investment landscape required a radical overhaul of the company’s propositions. By Will Jackson