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Rotating EM Flows: From Japan to Emerging Asia

Rotating EM Flows: From Japan to Emerging Asia

Japan has reemerged as a feasible investment these last years, but is the driving force of this performance ebbing, as China returns to the table? A look at the relative winners and losers if China in fact is returning.

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EM by EM #22 The Good, the bad and the ugly

EM by EM #9 The EM proxy crime and when to commit it

As a new addition to our editorial, I will now provide a monthly overview of emerging markets, taking a step back from the intricacies and offering a broader perspective. The purpose of this feature is to outline our current positioning within the market cycle and highlight the key factors we are monitoring surrounding EM.

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