Research
Equity strategy investment ideas to watch for in 2021: Value, small cap and emerging markets
Stocks are likely to look through the winter macroeconomic freeze to an imminent Covid-19 vaccine in 2021, resulting in strengthening performance amid rising allocations to riskier segments of the equity market in the year ahead.
Research
Private Equity, Venture Fund Deals in Renewables Jump
Mergers and acquisitions, venture capital, and private equity investments in renewables surged 30% in 2020 compared with a year earlier, reaching $32.41 billion, according to BloombergNEF.
Research
India react: Budget surprise - stimulus to spur GDP growth
Indian Finance Minister Nirmala Sitharaman’s budget announcement surprised the markets with fiscal stimulus that was sharply higher than expected for the year ending in March and the following fiscal year.
Research
Private equity, venture fund deals in renewables jump
Mergers and acquisitions, venture capital, and private equity investments in renewables surged 30% in 2020 compared with a year earlier, according to BloombergNEF.
News
Saudi Arabia replaces Central Bank Head, lays out fund goals
Saudi Arabia replaced its central bank governor and said it would more than double the size of its sovereign wealth fund by 2025 as Crown Prince Mohammed bin Salman sets the stage for a flagship investment conference this week.
Research
India insight: Forex surplus to guide RBI’s liquidity policy
India is set to run a mild surplus on its current account this quarter and in the fiscal year from April. With inflows on the capital account, that should lead to a sizable surplus on the balance of payments.
Research
This could be the start of an EM decade after 219% underperformance
With full valuations in developed-market equities and intriguing risk premiums in emerging markets (EM), we see the foundations for sustained, broad-based EM outperformance in 2021
News
China’s finance world opens up to foreigners, sort of
Despite the trade war, the Chinese government was opening doors in another arena, inviting in more foreign banks, insurance providers and other financial services companies.
Research
China's mutual-fund surge a key opportunity for global managers
China's mutual-fund market, where net assets have risen an average 21% annually over the past 10 years, is an attractive growth opportunity for global fund managers.
Research
Global asset managers eye China capital markets opportunities
Global wealth and asset managers may expand their operations in China as the country could lead the world's wealth-creation over the next five years.