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Emerging markets & Asia
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Blog

Time to refocus on Asian income outcomes?

The perception that investing in Asia is solely a play on global macro and export growth should change.

12 July 2024 Zoe Kan
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
Audio

China through an investment lens

To invest or not invest? We take a closer look at the latest realities of China’s economy.

07 December 2023 Raphael J. Lewis Jack Encarnacao
Blog

Fading fortunes: The slowdown of cross-border capital into China

We explore the investment implications of a decoupling between China and the West.

06 December 2023 Meghan Bruni Elias Glenn
Blog

The outlook for Asian income

We explore Asian income opportunities.

24 November 2023 Zoe Kan
Blog

Asian income: outlook

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

24 May 2023 Zoe Kan
Blog

Emerging-market equities: finally time to shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

25 January 2023 Newton emerging markets & Asia equities team
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

04 August 2022 Paul Brain
Blog

Cracking the China conundrum

How can investors get comfortable with corporate governance in China and broader emerging markets?

27 July 2022 Newton emerging markets & Asia equities team
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

02 February 2022 Newton fixed income team
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
Blog

India: Ready for a China-style take-off?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

13 April 2021 Newton emerging markets & Asia equities team
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The site you are about to enter is intended for Australian wholesale clients only (as that term is defined in section 761G of the Corporations Act 2001 (Cth)) and is not intended for distribution to, nor should it be relied upon by, retail clients. Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Corporations (Repeal and Transitional) Instrument 2016/396, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Instrument exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia. This information is made available by Newton Investment Management Limited and Emesco Agents Pty Ltd.

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