Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.
Latest Asian economic and market outlook.
We outline the main reasons for our Indian overweight in both our Asia and EM portfolios.
With consistent outperformance in the three years since Duncan Robertson took on primary responsibility for TT’s Asia Pacific ex-Japan strategy, we assess the investment opportunities within the asset class and explain how TT’s process seeks to exploit these opportunities.
TT's Ideas Factory propose several potential investment surprises for the year ahead.
By Tim Tacchi, Rob James, Niall Paul, Andy Raikes, Dean Smith & Duncan Robertson
TT considers whether the reform-minded government of Narendra Modi will be the catalyst for the world’s largest democracy to become a major engine of global economic growth.
TT's Ideas Factory propose several potential investment surprises for the year ahead.
By Tim Tacchi, Rob James, Niall Paul, Andy Raikes, Dean Smith & Duncan Robertson
Given China’s twin excesses of overinvestment funded by mounting debt, we ask whether the world’s second-largest economy is approaching its “Minsky Moment”.
We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.
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TERMS & CONDITIONS OF USE
In these Terms & Conditions of Use (these “Terms”), references to “you” and “your” are references to any person using or accessing (or attempting to use or access) this Website.
1. About TT International
This Website is operated by TT International Asset Management Ltd. and TT International Investment Management LLP (which is a direct subsidiary of TT International Asset Management Ltd.) (collectively, “TT”) and the information on this Website is issued by TT both inside and outside the United Kingdom. TT International Asset Management Ltd. is a private limited company and TT International Investment Management LLP is a limited liability partnership, each having its head office at 62 Threadneedle Street, London EC2R 8HP. TT International Asset Management Ltd. is authorised and regulated by the Financial Conduct Authority of the United Kingdom (the “FCA”) and appears on the FCA Register with firm reference number 915787. TT International Investment Management LLP is authorised and regulated by the FCA and appears on the FCA Register with firm reference number 599295. TT International Asset Management Ltd. is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). TT International (Hong Kong) Limited, which is a direct subsidiary of TT International Asset Management Ltd., is licensed by the Hong Kong Securities and Futures Commission (SFC) to provide services to "professional investors" defined in the Securities and Futures Ordinance and its subsidiary legislation.
2. About this Website
This Website is broadly separated into two areas:
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Information posted on this Website is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All information contained on this Website may be changed or amended without prior notice.
5. Material Interests
TT, its directors and/or its employees may have holdings in the Funds and may otherwise be interested in transactions that you effect in those Funds.
6. No Advice
This Website is published solely for informational purposes on the basis that you make your own investment decisions. This Website has no regard to the specific investment objectives, financial situation or particular needs of any person.
The information contained on this Website is not intended to constitute, and should not be construed as, a personal recommendation or investment advice.
Potential investors in the Funds should seek their own independent financial advice. TT neither provides investment advice to, nor receives and transmits orders from, investors in the Funds nor does it carry on any other activities with or for such investors that constitute "MiFID or equivalent third country business" for the purposes of the FCA Rules.
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Past performance is not a reliable indicator of future results.
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The risk factors set out above are not complete and you must refer to the relevant offering documents with respect to the risks attaching to investment in individual Funds.
8. UCITS Funds
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The distribution of shares of a UCITS Fund in Switzerland will be exclusively made to, and directed at, qualified investors (the "Qualified Investors"), as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended ("CISA") and its implementing ordinance.
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15. Liability for Use of this Website
Access to this Website is permitted on a temporary basis and TT reserves the right to withdraw or amend the service provided on this Website without notice. TT and its partners and directors (as applicable) and employees do not accept any liability if, for any reason, this Website is unavailable at any time or for any period.
No representation, warranty or undertaking is given as to the accuracy or completeness of the information contained on this Website by TT, its partners and directors (as applicable), employees or any of its associates or affiliates and no liability is accepted by such persons for the accuracy or completeness of such information. In no event will TT, its partners and directors (as applicable), employees or any of its associates or affiliates be liable to any person (including, for the avoidance of doubt, persons who are accessing this Website in compliance with these Terms and those who are not as well as any persons who may be informed of the contents of this Website) for any direct, indirect, special or consequential damages arising out of any use of the information contained on this Website, or on any other hyper-linked site, including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment, or otherwise, even if TT is expressly advised of the possibility or likelihood of such damages.
The information, except as otherwise stated, on this Website has been prepared, approved and issued by TT and the information and opinions contained on this Website have been compiled, or arrived at, in good faith and on the basis of publicly available information, internally developed data and sources believed to be reliable as at the date of publication. However, to the extent permitted by law, TT, its partners and directors (as applicable), employees, associates and affiliates hereby expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity and any liability for any direct, indirect or consequential loss or damage of any kind incurred by any user in connection with this Website or in reliance on the information or opinions contained on it, or in connection with the use, inability to use, or results of the use of this Website or any websites linked to it or materials posted on it. This does not affect the liability of any person for any loss or damage which cannot be excluded or limited under applicable law.
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Nothing in these Terms is intended to exclude or restrict any duty or liability that (i) TT has to its customers under the "regulatory system" in the United Kingdom (as such term is defined in the FCA Rules); (ii) may arise under U.S. federal or state securities laws; or (iii) otherwise may not be excluded or restricted as a matter of applicable law.
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17. Data Protection and Privacy
TT collects certain personal information about you such as your name, address, telephone number, email address details and other information when it is voluntarily submitted to TT on this Website, including in connection with its registration procedures for access to the Private Area. TT uses this information to ensure compliance with its obligations under the UK regulatory regime, the General Data Protection Regulation, any other relevant data privacy regulations and for its own internal purposes.
Please note that by submitting personal information you are consenting to such information being processed for the purposes referred to above. You also agree that TT has the right to use and store such data on its internal systems and to transfer it to its associates and affiliates, whether inside or outside the European Union, for the purpose of providing services to you. You should also be aware that the level of protection in relation to the processing of personal data may not be the same in countries outside the European Union as in the United Kingdom. For more information on how TT will use your personal information, please see the relevant Privacy Notice found here.
18. Law and Variation
This Website is established in England by TT in accordance with, and these Terms and any non-contractual obligations arising from or connected with them shall be governed by, English law and these Terms shall be construed in accordance with English law. A condition of using this Website is that in the event of any dispute or proceeding you irrevocably submit to the exclusive jurisdiction of the English Courts and waive any objection to proceedings in such courts on the grounds of venue or on the grounds that the proceedings have been brought in an inconvenient forum.
TT may revise these Terms at any time and the current version of these Terms may be viewed at any time through this Website, please see the Legal Notice. You are expected to review these Terms from time to time to take notice of any changes TT makes, as they are binding on you. If any provision of these Terms is held by any court or competent authority to be illegal, void, invalid or unenforceable under the laws of any jurisdiction, the legality, validity and enforceability of the remainder of these Terms in that jurisdiction shall not be affected and the legality, validity and enforceability of the whole of these Terms in any other jurisdictions shall not be affected.
Each time you use this Website, a condition of use is that you comply with these Terms.
19. Contact Us
You can contact TT at: T: +44 20 7509 1000, F: +44 20 7509 1289, or by email to firstname.lastname@example.org.
TT International Asset Management Ltd.
International Investment Management LLP
62 Threadneedle Street, London, EC2R 8HP, England
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