Thought Leadership

A collection of Mirae Asset's thought leadership pieces regarding the role of emerging markets in the world economy.

Thumb

The Asian Consumer: Shaping the Future of Global Consumption

Read Asia's long-term outlook and understand how it shapes the future global consumption.

Thumb

Asia Markets & Outlook Update (Nov 2018)

Understand what US-China and EM markets have happened, and see how this coming quarter is expected to play out.

Thumb

India Market - Update (Oct 2018)

Understand how to response to the liquidity scare in the Indian financial system.

Thumb

A-share Inclusion Update (May 2018)

An important milestone in the integration of A-shares with global equity markets.

Thumb

The Rise of Artificial Intelligence (May 2018)

Artificial intelligence (AI) is one of the hottest buzzwords in the tech world today and for good reason

Thumb

Pushing Down on the Pedal (2Q 2018)

Indian Passenger Vehicles to Accelerate

Thumb

Green Shoots for ESG in Asia (April 2018)

Asia: Cutting Through the Noise Series

Thumb

Q&A : Kim Jong-Un Surfaces (April 2018)

Asia: Cutting Through the Noise Series Issue VIII

Thumb

Vietnam (April 2018)

Tail of the Dragon

Thumb

Consumption Growth (March 2018)

Investing in Today’s Emerging Markets

Thumb

Emerging Market Growth via the Mobile Revolution (March 2018)

The advent of the internet and e-commerce is a well-known story across developed markets and Asia, but the mobile revolution takes it a step further.

Thumb

The Multi-Decade Asian Consumer (January 2018)

We believe that the rise of the Asian consumer is the most important opportunity in Asia and represents a multi-decade story that is still in its early stages.

Thumb

India Market Outlook 2018

The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.

Thumb

North Korea Under the Radar

Are You Invested in Asia?

Thumb

2018 Emerging Markets Outlook

Next Leg of the Recovery

Thumb

A New Era of Indian Fixed Income

Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)

Thumb

Asia: Cutting Through the Noise Series

Issue VI – North Korea Under the Radar

Thumb

New China: Impact of the Chinese Consumer Revisited

New China continues to rapidly advance in the economy.

Thumb

Asia's New Middle Class Consumer

The 'sweet spot' of consumption resides in the upward mobility of the Asian middle class.

Thumb

In With the New

China's new consumer middle class affords innovative business models a once-in-a-generation opportunity.

Thumb

Asian Equities – Different this Time?

Highly active management in Asia may be poised for a renaissance.

Thumb

Compelling Opportunities in Emerging Markets

We believe that we are in the early innings of a sustainable rally in the asset class.

Thumb

The Chinese Property Market

China is taking careful measures to ward off an all-out bubble.

Thumb

China's Debt Profile

Upon closer inspection, investor concerns over China's debt may be misplaced.

Thumb

Asia's CAPEX Pickup in a Trio of Sectors

Signs of recovery are emerging around the region as evidenced in several industries.

Thumb

Case for an Unconstrained Bond Portfolio Infographic

An emerging market bias in fixed income investing may offer attractive risk-reward opportunities.

Thumb

Asia in the Age of Protectionism

How vulnerable is the region to protectionism and nationalist policies?

Thumb

2017 Emerging Markets Mid-Year Update

The synchronous global cyclical recovery is supportive for key emerging markets.

Thumb

Case for an Unconstrained Bond Portfolio

An unconstrained approach allows flexible risk allocation in dynamic market conditions.

Thumb

MSCI A-Shares Inclusion

MSCI's Inclusion of China A-shares marks a milestone in the global equity markets.

Thumb

Eastern & Central Europe: Beyond Political Headlines

Select European countries and sectors within the region offer growth opportunities at attractive valuations.

Thumb

The Next Big Thing

Big data is an increasingly important competitive advantage for technology players.

Thumb

Affordable Housing in India

If executed well, the 'Housing for All by 2022' scheme is a big opportunity as a multiplier effect that traverses sectors.

Thumb

The Soft Data-Hard Data Conundrum

Market sentiment and economic data do not always move in sync with one another.

Thumb

Reasons to be Positive on Emerging Markets

Improved macro fundamentals and positive readings are favorable for emerging markets.

Thumb

Korean Discount Brands: Another Aldi is Born

The discounter model is taking form in Korea and transforming food retail & distribution.

Thumb

A Tale of Two State-Owned Enterprises

Smart policy and company management can help improve business results as exemplified in Korea and India.

Thumb

Managing Indian Equities

Opportunities and lessons from managing Indian equity investments for a decade.

Thumb

Emerging Markets in a U.S. Growth Environment

Emerging markets have become more resilient to external shocks.

Thumb

Pollution and Clean Energy in Asia

Asia's clean energy investments surge in the face of worsening pollution.