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Newton Portal
US Institutional Blog Posts

Blog

emerging markets asia

Latin American spring?
Blog

Latin American Spring?

As street protests spread across the region, is Latin America approaching a tipping point?

Carl Shepherd
December 11, 2019
Emerging markets & Asia, Fixed income
Blog

Megacities – Where Themes Collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

Ed Geall
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
Made in Vietnam?
Blog

Made in Vietnam?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

Naomi Waistell
November 25, 2019
Emerging markets & Asia
Blog

Trade Trouble

As tariffs are hiked again, where does the US-China trade war go from here?

Trevor Holder
May 30, 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

Prop-ping up a Powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Brendan Mulhern
April 15, 2019
Emerging markets & Asia, Real Return
Blog

Driving Us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

Carl Shepherd
February 20, 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

Electrifying Growth?

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Naomi Waistell
December 17, 2018
Emerging markets & Asia, Newton philosophy
Blog

Stating the Case

How our ‘state intervention’ theme helps us to select our emerging-market investments.

Naomi Waistell
November 23, 2018
Emerging markets & Asia
Blog

A Tale of Two Countries

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

Sophia Whitbread
November 19, 2018
Emerging markets & Asia
Blog

U.S. Decoupling: Can It Last?

Can the U.S. equity market continue its stellar performance into 2019?

Brendan Mulhern
October 9, 2018
Emerging markets & Asia, Global equities, Macro views
Blog

Turkey: the Canary in the Coal Mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Brendan Mulhern
September 3, 2018
Emerging markets & Asia, Macro views
Blog

The Rise of the Middle-Class Consumer

The middle-class is exploding, especially in emerging markets - but what are the implications for investors?

Emma Mogford
July 25, 2018
Emerging markets & Asia, Macro views
Blog

Russia’s Rocky Road to Reform

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

Naomi Waistell
June 8, 2018
Emerging markets & Asia, Macro views
Blog

Time to Be Peso-mistic?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Carl Shepherd
May 25, 2018
Emerging markets & Asia, Fixed income
Blog

Too Quick to Judge?

Avoiding the consensus view of corporate governance in emerging markets.  

Ian Burger, Robert Marshall-Lee
April 1, 2018
Emerging markets & Asia, Responsible investment
When markets sneeze
Blog

When Markets Sneeze

Volatility returned with a vengeance in February. What are the ramifications for emerging markets?

Naomi Waistell
March 28, 2018
Emerging markets & Asia
Blog

What Can We Learn from Indian Health Care?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Emily Heaven
March 12, 2018
Emerging markets & Asia, Sector research
Blog

From Rooster to Dog: China in 2018

Can China sustain its positive momentum in the Year of the Dog?

Naomi Waistell
March 6, 2018
Emerging markets & Asia
Blog

Ready for Take-Off

The structural growth story in global Chinese tourism could run for decades.

Newton global research team
February 8, 2018
Emerging markets & Asia, Macro views, Sector research
Blog

India’s Great ‘Financialization’

One year on from the Indian government’s demonetization initiative, asset management-related businesses are reaping the rewards.

Sophia Whitbread
December 14, 2017
Emerging markets & Asia
Blog

One Belt, One Road, and the $900bn Dollar Question

China has a grand vision for its One Belt One Road project, but can it become a reality?

Naomi Waistell
November 1, 2017
Emerging markets & Asia
Blog

Planes, (Economic) Gains and Automobiles

Increased infrastructure spending in India could be good news for investors.

Naomi Waistell
October 17, 2017
Emerging markets & Asia
Blog

China in 3 Charts

Three macro snapshots of China that investors should keep in mind.

Robert Marshall-Lee, Sophia Whitbread, Naomi Waistell
October 13, 2017
Emerging markets & Asia
Blog

A Chip on their Shoulder

The memory chip supply/demand sweet spot.

Newton equity opportunities team
September 21, 2017
Emerging markets & Asia
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This is a financial promotion. This document is for institutional investors only. Newton Investment Management (North America) Limited (NIMNA Ltd) is an investment management firm, in the UK NIMNA is authorized and regulated by the Financial Conduct Authority in the conduct of investment business and is a wholly owned subsidiary of The Bank of New York Mellon Corporation. Registered in England no. 2675952. NIMNA Ltd is registered as an investment adviser under the Investment Advisers Act of 1940. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Certain information contained herein is based on outside sources believed to be reliable, but their accuracy is not guaranteed. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.