Regulatory reforms, a decade of deleveraging, consumption-fuelled growth and an abundance of savings – just some of the reasons we like China.

Primed with a young labour force, enhanced trade agreements and key commodity exports, ASEAN is an exciting but largely overlooked opportunity.

We examine why emerging markets are cheap on a comparable valuation perspective by taking a closer look at the difference in valuations between US and Chinese technology companies.

Our inaugural quarterly note provides context as to why we’re excited about the prospects for emerging markets.

Indonesia is primed for significant consumption and urbanisation growth over the coming decade – we examine the key drivers.

Dr. Joseph Lai discusses the case for emerging markets in this video with Morningstar.

Amidst increased regulatory scrutiny in China and the possible future delisting of US-listed Chinese securities, are Chinese ADRs prospective at current prices?

Where does the transition to net zero leave the oil industry and how can we as investors objectively assess investment in the energy sector?

Energy is critical for the economic advancement of developing countries. But as the demand for energy rises, how can we achieve carbon net zero?

We take a look at China’s broadening intervention on industries and why it’s essential to the country’s long term economic development.