‘Emerging markets have been hit hard by the latest wave of U.S. tariffs, with Chinese goods facing levies of up to 35% and India and Brazil up to 50%. In Investing.com, MCP’s Portfolio Manager Carlos Hardenberg, argues that despite the current wave of global protectionism and escalating trade tariffs, emerging markets continue to offer compelling … Continued

Sandip Bansal, Deputy CIO at ASK Investment Managers, shares his outlook with Mint on the near-term challenges and long-term resilience of Indian equities. Link: Expert view: Indian stock markets may remain choppy in the short term, says ASK Investment’s deputy CIO | Stock Market News

‘After years of undervaluation, many EM currencies are re-rating against the USD this year, such as the Brazilian real which is up ~10% YTD. In our latest blog post, we outline where opportunities lie, the scope for further upside in EM currencies, and how we manage the risks.’ Link:https://mcp-em.com/en/news-insights/847

‘In a quarter marked by heightened geopolitical tensions and continued policy uncertainty—particularly around shifting U.S. trade dynamics—we remained focused on active, benchmark-agnostic investing. We selectively added high-conviction names from our watchlist, taking advantage of attractive valuations and temporary dislocations. We also trimmed or exited positions where, in our view, the macro environment had materially weakened … Continued

‘Stephen A. Schwarzman, Chairman, CEO & Co-Founder of Blackstone, joins Rajesh Saluja, Co-Founder, CEO & MD, ASK Private Wealth, for an insightful discussion on the evolving global investment landscape, the future of private markets, and the principles that have shaped Blackstone into one of the world’s largest alternative asset managers.’ Watch now: https://lnkd.in/d5ZJHvuz

‘From geopolitical tensions to central bank decisions, June brought sharp shifts across global financial and commodity markets. Amid these evolving conditions, domestic resilience continues to stand out. What shaped the month, and what lies ahead for investors?’   The latest Market Commentary here: https://bit.ly/4lCmtR1

‘Vaibhav Sanghavi, CEO at ASK Hedge Solutions, shares his outlook for Indian markets in an exclusive interview with the Business Standard. He discusses why markets may remain range-bound in the near term, and how the Sensex could potentially touch 300,000 in a decade, supported by earnings growth and favourable macroeconomic trends.’   Read the full … Continued

‘Transparency and accountability have never been more important at a time of silent backtracking and the misrepresentation of facts. Our Responsible Investment Report (2024) provides more detail than ever and is dedicated wholly to one (yes, only one) investment strategy! 💡 We continue to see valuation upside from the energy transition and associated decarbonisation. ⚡ … Continued

‘We believe that listed infrastructure deserves a place in an investor’s strategic asset allocation. The characteristics of the asset class including inflation linkage, income, lower volatility and defensiveness make a compelling case. Find out more about the Maple-Brown Abbott Global Listed Infrastructure approach and why we believe ESG is such an important investment consideration in … Continued