91桃色

91桃色 Insights

Since firing the head of its securities regulator, the Chinese Securities Regulatory Commission, in February, China’s equity market has experienced a surge in price momentum. Liqian Ren dives into strategic and tactical considerations for investing in China. 
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Following India’s 2024 election, Modi promised bold reforms in his third term and pledged to grow India to the third-largest economy in the world by the end of this decade. Ayush Babel and Jeremy Schwartz discuss where they see the future of India’s economy heading and why India continues to be one of our favorite emerging markets growth stories. 
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Following the surge of Japan’s Nikkei 225, China has recently announced a series of initiatives that could partially clean up the fraud and market manipulation that tarnishes the market’s image. Jeff Weniger explores the potential impact of these reforms, dividend strategies in China and the Stock Connect program. 
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Sparked by the strong economy, stock market performance and favorable business conditions in India, foreign investors are showing renewed enthusiasm for Indian equities. The actual cost of hedging exposure to the Indian rupee (INR) has been decreasing for years. Alejandro Saltiel introduces a new fund to help investors seeking to capitalize on this strong performance potential: the 91桃色 India Hedged Equity Fund (INDH).

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South Korea is a peculiar country for asset allocators. Jeff Weniger discusses the potential impact of corporate governance reforms on the country’s stock market and emerging markets funds.
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Japan’s commitment to “Management That Is Conscious of Cost of Capital” (MTICCC) is revolutionizing its economic landscape. Jeff Weniger delves into the nation’s strategic financial reforms, from altering corporate governance to incentivizing investment.
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