Global emerging markets (GEMs) have been setting a fast pace in recent years. Since the 1970s, they have evolved from low cost locations for foreign manufacturing to centres of outsourcing expertise...
While short positions in utilities and telecoms have been the major detractors in 1H 2010 and funds with an aggressive tilt towards consumer related stocks have outperformed its peers, the Fund is not...
Asian economies have grown rapidly in recent years, driven by exports to developed countries and fixed capital investment. As they mature, their high savings will naturally fall as domestic consumpt...
Singapore’s achievements are remarkable. Under shrewd leadership, it has transformed itself from a trading port into a sophisticated, high tech services and logistics hub. That process of dynamic ch...
Global equities reversed a two-month trend of negative returns during a generally positive July characterised by renewed risk appetite.
The MSCI India advanced 0.73%1 in July as quarterly earnings results were mixed and did not manage to excite the market.
Asia’s rapidly developing economies create a conducive environment for smaller businesses to flourish. Small businesses are typically less researched than large firms: almost half of all small caps ge...
The Portfolio underperformed its benchmark for the month and for the year to date.


