No Comments Posted on 26 November 2008

The Chinese government has raised the priority of healthcare. In particular, equality of healthcare, in tune with its current Five Year Plan emphasis on the improvement of rural livelihoods and standards of living.

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Category: Equity, General

No Comments Posted on 14 November 2008

October 2008 was a rocky month on the Korean peninsula marked by absences, balloons and suspicious photographs, and the attainment of a critical currency stock index crossover! In the Republic of Korea (RoK) at end September,...

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Category: Equity, General

No Comments Posted on 11 November 2008

China is the biggest retail market in Asia (ex-Japan) and the fourth largest globally (the same size as the United Kingdom). Rapid GDP growth, the rise of the middle-class and disposable income has kept China the fastest growing...

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Category: Equity, General

No Comments Posted on 31 October 2008

I spent the last two and a half weeks travelling in China, meeting with companies, government think-tanks, officials and ordinary citizens. Although the economic picture is rapidly changing due to accelerated deterioration of...

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Category: Equity, General

No Comments Posted on 15 October 2008

Emerging markets forecasts for EMEA (Russia, Turkey and South Africa), ASIA (China and India) and LATAM (Brazil and Mexico).

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Category: Equity, Fixed Income, General