Thought Leadership

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

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New China: Impact of the Chinese Consumer Revisited

New China continues to rapidly advance in the economy.

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Asia's New Middle Class Consumer

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

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In With the New

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

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Asian Equities – Different this Time?

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

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Compelling Opportunities in Emerging Markets

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

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The Chinese Property Market

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

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China's Debt Profile

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

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Asia's CAPEX Pickup in a Trio of Sectors

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

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Case for an Unconstrained Bond Portfolio Infographic

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

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Asia in the Age of Protectionism

How vulnerable is the region to protectionism and nationalist policies?

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2017 Emerging Markets Mid-Year Update

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

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Case for an Unconstrained Bond Portfolio

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

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MSCI A-Shares Inclusion

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

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Eastern & Central Europe: Beyond Political Headlines

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

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The Next Big Thing

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

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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.

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The Soft Data-Hard Data Conundrum

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

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Reasons to be Positive on Emerging Markets

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

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Korean Discount Brands: Another Aldi is Born

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

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A Tale of Two State-Owned Enterprises

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

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Managing Indian Equities

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

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Emerging Markets in a U.S. Growth Environment

Emerging markets have become more resilient to external shocks.

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Pollution and Clean Energy in Asia

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