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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US-China Trade War: Where Does It Lead?

Read the article to learn the possible directions of trade war.

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Globalization at a Crossroads

What’s the impact of Globalization at the crossroads on China and other counterparties?

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2019 Emerging Markets Mid-Year Outlook

Emerging market (EM) equities are in the midst of a multi-year recovery, continuing to increase positions in high-conviction secular stories. Learn More.

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MSCI China A-shares Inclusion

What are the possible implications of MSCI China A-shares inclusion to your portfolio?

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2019 Emerging Markets Outlook

Opportunities Beyond a Tumultuous Year

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The Asian Consumer: Shaping the Future of Global Consumption

Read Asia's long-term outlook and understand how it shapes the future global consumption.

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A-share Inclusion Update (May 2018)

An important milestone in the integration of A-shares with global equity markets.

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The Rise of Artificial Intelligence (May 2018)

Artificial intelligence (AI) is one of the hottest buzzwords in the tech world today and for good reason

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Pushing Down on the Pedal (2Q 2018)

Indian Passenger Vehicles to Accelerate

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Green Shoots for ESG in Asia (April 2018)

Asia: Cutting Through the Noise Series

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Q&A : Kim Jong-Un Surfaces (April 2018)

Asia: Cutting Through the Noise Series Issue VIII

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Vietnam (April 2018)

Tail of the Dragon

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Consumption Growth (March 2018)

Investing in Today’s Emerging Markets

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Emerging Market Growth via the Mobile Revolution (March 2018)

The advent of the internet and e-commerce is a well-known story across developed markets and Asia, but the mobile revolution takes it a step further.

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The Multi-Decade Asian Consumer (January 2018)

We believe that the rise of the Asian consumer is the most important opportunity in Asia and represents a multi-decade story that is still in its early stages.

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India Market Outlook 2018

The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.

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North Korea Under the Radar

Are You Invested in Asia?

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2018 Emerging Markets Outlook

Next Leg of the Recovery

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A New Era of Indian Fixed Income

Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)

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Asia: Cutting Through the Noise Series

Issue VI – North Korea Under the Radar

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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.