The TT Library

Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.   


Filter


Clear

Clear

Clear

Duncan Robertson

Clear

2020

Outlook

Market Asia Outlook

13 May 2020

Latest Asian economic and market outlook. 

By


2019

White Paper

Papers India: the bull case

1 July 2019

We outline the main reasons for our Indian overweight in both our Asia and EM portfolios. 

By


2017

White Paper

Papers The case for Asian equities in 2017 and beyond

10 August 2017

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.   

By


2015

WorldWatch

Globe TT's surprises for 2016

1 December 2015

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,,,,, &

White Paper

Papers On the dragon’s tail: will India become the next China?

21 April 2015

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.

By &


2014

WorldWatch

Globe TT’s surprises for 2015

17 December 2014

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

By,,,,, &

WorldWatch

Globe China’s Minsky Moment?

6 October 2014

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”.

By &

WorldWatch

Globe Emerging markets: picking up the baton

25 September 2014

We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.  

By,, &