Insights: Equity

We see abating macro headwinds, structural reforms, and good prices for extraordinary companies.

Dramatic changes in the industry will likely reduce the amplitude of the industry’s cyclical swings.

China's experiments in shopping are moving into high gear. The world needs to pay attention.

Investor perceptions are still catching up to the reality of China’s global tech leadership.

But there is an abundance of investment opportunity there, nonetheless.

We believe emerging markets have turned a corner and will continue their positive performance.