Emerging markets leading the way in innovation
Innovation is driving exciting growth across emerging market countries.
Author: Brian S. Freiwald, CFA, Portfolio Manager
China technology stocks in a reboot, not a shutdown
China’s technology sector has cratered since February and we view the selloff as a buying opportunity in China tech.
Deglobalization creates new winners in China
The trade war, pandemic, and the Made in China 2025 initiative are resulting in a deglobalization trend and opportunities in China.