Thought Leadership
A collection of Mirae Asset's thought leadership pieces regarding the role of emerging markets in the world economy.
US-China Trade War: Where Does It Lead?
Read the article to learn the possible directions of trade war.
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.
The Asian Consumer: Shaping the Future of Global Consumption
Read Asia's long-term outlook and understand how it shapes the future global consumption.
A-share Inclusion Update (May 2018)
An important milestone in the integration of A-shares with global equity markets.
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
Pushing Down on the Pedal (2Q 2018)
Indian Passenger Vehicles to Accelerate
Green Shoots for ESG in Asia (April 2018)
Asia: Cutting Through the Noise Series
Q&A : Kim Jong-Un Surfaces (April 2018)
Asia: Cutting Through the Noise Series Issue VIII
Consumption Growth (March 2018)
Investing in Today’s Emerging Markets
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.
Potential New Emerging Markets on the Block (February 2018)
Argentina, Saudi Arabia and Romania
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.
The macro economic conditions of India have been the best in recent times and we see the same continuing in 2018.
A New Era of Indian Fixed Income
Q&A with Mahendra Kumar Jajoo (Head – Fixed Income)
Asia’s Clout in Global Biosimilars
MIRAE ASSET LENS
Asia: Cutting Through the Noise Series
Issue VI – North Korea Under the Radar
If executed well, the “Housing for All by 2022” scheme is a big opportunity as a multiplier effect that traverses sectors.
The Soft Data-Hard Data Conundrum
Market sentiment and economic data do not always move in sync with one another.
Reasons to be Positive on Emerging Markets
Improved macro fundamentals and positive readings are favorable for emerging markets.
Korean Discount Brands: Another Aldi is Born
The discounter model is taking form in Korea and transforming food retail & distribution.
A Tale of Two State-Owned Enterprises
Smart policy and company management can help improve business results as exemplified in Korea and India.
Emerging Markets in a U.S. Growth Environment
Emerging markets have become more resilient to external shocks.
Pollution and Clean Energy in Asia
Asia’s clean energy investments surge in the face of worsening pollution.