Europe is racing to shield its economy in the energy crisis. Aneeka Gupta explains the new energy policy and highlights a potential opportunity in energy stocks.
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The re-opening trade in 2021 has evolved into the recession trade in 2022, owing to a late start to the hiking cycle by central banks in developed markets. Aneeka Gupta and Pierre Debru discuss why investors should consider tilting their equity portfolios toward quality.
Liqian Ren and Aneeka Gupta provide investors with a quick rundown of the Indian equity markets.
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Emerging markets are entering 2022 from a low base after their economic recovery was hindered by the resurgence of COVID-19 variants, China’s regulatory crackdown and concerns of a more hawkish Federal Reserve. Against this backdrop, Aneeka Gupta explains why investors should not ignore emerging markets this year.
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In the past year, India has become a top-performing emerging market. Kara Marciscano and Aneeka Gupta explain how investors can seek to capture the increasing breadth of the market.
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China lacks a definitive index like our S&P 500. The three main players—the S&P China 500 Index, the MSCI China Index and the MSCI China A Index—offer wildly divergent exposures to A-shares and state-owned companies. Liqian Ren and Aneeka Gupta explore the differences and reveal our recommended sweet spot for A-share allocation.
