Investment Adventures in Emerging Markets

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery
Asia

Cyclical & Secular Chip Boom: Supply Shortages Impacting Economic Recovery

The COVID-19 pandemic has accelerated a number of existing technological trends, and emerging markets have been at the forefront. Semiconductor chips are a crucial to many technological advancements, providing computing power to our phones, cars and more. Our Emerging Markets Equity team discusses how shortages of chips during the pandemic have impacted the global economy.

Emerging Markets Remain Resilient in April
Perspective

Emerging Markets Remain Resilient in April

Three things our Emerging Markets Equity team has an eye on: ESG in China, COVID-19 in India, and acceleration of innovations due to the pandemic.

Technology: One World, Two Systems
Asia

Technology: One World, Two Systems

The global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains. Our Chetan Sehgal explains.