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Emerging Markets

Chinese New Year 2020: the Year of the Rat

One of the brokers we work with in Asia, CLSA, puts out an annual Feng Shui Guide as an alternative look at what’s in store for the new year to help luck flow in your direction. That also includes a forecast for what will happen to financial markets in the year ahead.

China has displaced the U.S. as the world's top research publisher in science and engineering

We recently came across data from the US National Science Board, highlighting what is called Science & Engineering Indicators 2020. It deals with the science & engineering articles that have been published around the world. Its latest data are for 2018 and these are the main takeaways...

Emerging Market in the picture: Laos

Often overlooked in favour or its better-known neighbours, landlocked Laos remains one of Southeast Asia’s most enchanting destinations. Caught in the middle of the two Indochina wars and long isolated from the rest of the world, the country retains a slow, rustic charm, and its people -incredibly laidback and friendly- are undoubtedly one of the highlights of any visit. I was recently traveling throughout Laos and I can only recommend it. From Luang Prabang to the far north, its capital Vientiane and finally the far south, Laos is still somewhat different from most other Asian countries.

What do Santa Claus and gaming companies have in common? Part 2

After having written about Santa Claus and the origins of the Finish gaming industry in our previous blog post, we will now zoom into the Finnish gaming industry a bit more.

Global Challengers: TSMC

Taiwan Semiconductor Manufacturing Co. (TSMC) is another great example of the type of companies we are looking for in our emerging markets universe. This time, we will be highlighting a company that has long ago already evolved from a “Global Challenger” into a “Global Leader”. TSMC in fact pioneered the dedicated foundry industry and today still has the largest market share worldwide by far.

Global Challengers: Anta Sports

Anta Sports is a great example of the type of Global Challengers we are looking for. The Anta brand was established in 1991. The company’s strategy is to be a competitive global player in terms of sportswear and apparel. They are already known as ‘China’s Nike’. Thanks to the acquisition of Amer Sports, a Finish sportswear conglomerate having brands such as Wilson, Salomon, Arc'Teryx, PeakPerformance, Atomic, they are now also expanding globally.