Filters
Filtered by
Insights
Viewing 12 of 12
Emerging markets in 2050
Trade shifts and underserved populations are among the factors favouring world-class stocks.
Emerging Markets: our philosophy
Investment manager William Sutcliffe introduces Emerging Markets, reflecting on the exciting opportunities ahead.
Thirty years of emerging markets
Baillie Gifford’s Will Sutcliffe explains how emerging markets have evolved in the last three decades.
High-calibre emerging markets firms
Why it’s a promising time to invest in exceptional emerging markets companies
China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.
Emerging markets – why bother?
Emerging markets have underperformed developed ones recently. So, why should we invest in them?
Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.
Asia and energy transition
Exploring the emerging energy opportunities in Asia.
Emerging Markets: the possibilist
Understanding the difference between pessimism and possibility in Emerging Markets.
The real case for China
Willingness to change gives Chinese firms an innovation advantage.
China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.
Time travel investing
Evaluating emerging market stocks by taking a mental leap into the future.