Why Emerging Markets Part 3: Valuations are Cheap
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.
Quarterly Note: December 2021
Our inaugural quarterly note provides context as to why we’re excited about the prospects for emerging markets.
Country in Focus: Indonesia
Indonesia is primed for significant consumption and urbanisation growth over the coming decade – we examine the key drivers.
Emerging Markets at the Morningstar Investment Conference
Dr. Joseph Lai discusses the case for emerging markets in this video with Morningstar.
Chinese Listings in the US: Risky or Prospective?
Amidst increased regulatory scrutiny in China and the possible future delisting of US-listed Chinese securities, are Chinese ADRs prospective at current prices?
Energy and the Transition to a Net Zero 2050
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 Production and Carbon Emission Pricing
Energy is critical for the economic advancement of developing countries. But as the demand for energy rises, how can we achieve carbon net zero?
China is Self-Calibrating For Future Success
We take a look at China’s broadening intervention on industries and why it’s essential to the country’s long term economic development.
The Case for Emerging Markets: Part 2
Do emerging market economies have an image problem? We discuss why the reality is rosier than perception.
Livewire Expert Insights: Joseph Lai’s first portfolio additions
Dr Joseph Lai discusses his investment theses for two emerging market stocks with huge potential with Livewire.