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Latest Emerging Markets (Unconstrained) economic and market outlook.
By Rob James
Following the tumultuous geopolitical events of last year, it is reasonable to see 2017 as the beginning of a new stage in the post-crisis world economy, characterised by rising US rates, protectionism and increasing political tension. Likewise, 2017 could mark a new critical phase in disruptive innovation, which continues to transform industries around the world. In this edition of WorldWatch, we assess the potential impact of several particularly powerful disruptive forces.
By Rob James
TT's Ideas Factory propose several potential investment surprises for the year ahead.
By Tim Tacchi, Rob James, Niall Paul, Andy Raikes & Duncan Robertson
TT's Ideas Factory propose several potential investment surprises for the year ahead.
By Tim Tacchi, Rob James, Niall Paul, Andy Raikes & Duncan Robertson
We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.
It has become very consensual to be bearish on Emerging Market (“EM”) equities, but with a nascent synchronised uptick in the world economy in prospect for 2014 and with valuations for EM equities at historic lows, the risk/reward is becoming more finely balanced. We explore the main themes that will dominate markets in 2014, why the opportunities for EM investors are becoming greater and why long-term investors should begin the process of building exposure.
By Rob James, Niall Paul & Harry Thomas
What happens next? Wouldn’t it be nice to know what events and surprises will end up filling those pristine blank pages in your 2013 diary? Professional forecasters (or ‘futurists’ as they prefer to be known) will tell you that the one thing you should never do with the future is predict it – but here at WorldWatch we know that the temptation to forecast the future is irresistible (and as Oscar Wilde said, the only way to get rid of temptation is to give in to it). It may be that not everything we forecast in our 2013 diary will come to pass, but some of it surely will …
By Tim Tacchi, Rob James, Niall Paul & Andy Raikes
The arrival of the New Year diary should always be a moment for reflection. Whatever transpired in the year just past, good or bad, those blank pages for the year to come seem to offer the opportunity for change, for renewal: new people, new places, new ideas. A good thing too, you might say. The last twelve months have been unusually eventful, and many of those events have been ones that one might prefer to forget - in the hope that 2012 is going to be a lot, lot better.
By Tim Tacchi, Rob James, Niall Paul & Andy Raikes
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19. Contact Us
You can contact TT at: T: +44 20 7509 1000, F: +44 20 7509 1289, or by email to email@example.com.
TT International Asset Management Ltd.
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