Within the corporate world, the innovation dynamic, or Schumpeter’s ‘creative destruction’ is nothing new.
One important aspect of this debate that does not come up so often is shareholder engagement.
One thing that’s coming through clearly from my conversations with clients over the past two months is that they are worried about future returns from markets.
For investors who missed out Indian equities in 2017, the volatility we have witnessed recently could provide an attractive entry point.
The US dollar, traditionally a safe haven currency during volatile times, has been trading near multi-year lows. However, this may not be the end to the greenback woes.
In volatile times, investors may think small cap stocks are most at risk. In China, however, it is a different story.
Today’s emerging markets lie at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more.
Global stock markets witnessed a modest loss in Q1, the first quarterly decline since the final three months of 2015.
Asia ex-Japan has been a major beneficiary of the ongoing global economic growth story, with the region outperforming all other major global equities markets over the past year or so.