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Insights

Brazilian markets surf in the conservative wave
Brazilian markets surf in the conservative wave
Planned reforms in Brazil by new President Jair Bolsonaro are set to be welcomed by investors.
29-10-2018 | Emerging markets alert
Brazil votes against corruption with conservative Bolsonaro win
Brazil votes against corruption with conservative Bolsonaro win
Conservative candidate Jair Bolsonaro (PSL) received 46% of the valid votes, while Workers’ Party contender Fernando Haddad (PT) won 29% of valid votes.
08-10-2018 | Emerging markets alert
China on-site: GDP growth worries and the opportunities in electric vehicles
China on-site: GDP growth worries and the opportunities in electric vehicles
Are the worries about China’s growth rate justified?
04-10-2018 | Insight
Five reasons for a strategic allocation to China A-shares
Five reasons for a strategic allocation to China A-shares
As the A-share market is opening up to investors and MSCI has just taken its first step to include A-shares, a lot of capital is expected to flow into the onshore Chinese market.
19-09-2018 | Insight
China leads: robotics
China leads: robotics
China is installing more robots than any other nation.
06-09-2018 | Insight
Connecting China to the world
Connecting China to the world
China’s Belt and Road Initiative is a major project, aiming to increase connectivity and cooperation between China on the one hand and European, Asian and African countries on the other.
27-08-2018 | Insight
Investment outlook 2019
Investment outlook 2019
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Beautiful China: the war on pollution
Beautiful China: the war on pollution
China’s unparalleled growth over the past decades has come at a price: pollution.
23-08-2018 | Insight
Changing demographics to support consumption
Changing demographics to support consumption
Will the Chinese soon be free to decide how many children they have?
09-08-2018 | Insight
China, land of Unicorns
China, land of Unicorns
When we talk about innovative multi-billion tech start-ups, the first thing that tends to come to mind is Silicon Valley.
01-08-2018 | Insight
The outlook for Chinese stocks: firm but choppy
The outlook for Chinese stocks: firm but choppy
Investment outlooks for China diverge widely.
27-07-2018 | Interview
How to manage US-China trade war risk?
How to manage US-China trade war risk?
How can the US-China relationship be fixed?
26-06-2018 | Insight
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
MSCI includes Saudi Arabia and Argentina in its Emerging Markets Index
Saudi Arabia and Argentina have been promoted to emerging market status.
21-06-2018 | Emerging markets alert
The rationale for trends investing
The rationale for trends investing
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China on-site: trade war risk and healthcare momentum
China on-site: trade war risk and healthcare momentum
How should Chinese equity investors deal with trade war risk?
12-06-2018 | Insight
China on-site: renminbi worries and the rise of A-shares
China on-site: renminbi worries and the rise of A-shares
How worried should investors be about the renminbi?
30-04-2018 | Insight
China on-site: tightening policy and industrial innovation
China on-site: tightening policy and industrial innovation
Does China’s tightening policy hamper economic growth?
07-02-2018 | Insight
Outperforming in Asia with ‘boots on the ground’
Outperforming in Asia with ‘boots on the ground’
A local presence in Asia has helped to generate outperformance over the past decade, say Robeco’s Chief Investment Officers in the region.
30-01-2018 | Insight
China on-site: property bubbles and internet growth
China on-site: property bubbles and internet growth
In our bi-monthly publication on China we discuss a key concern and a key opportunity.
01-12-2017 | Insight
The Quality Factor
The Quality Factor
The quality effect is the tendency of high-quality stocks to outperform low-quality ones.
19-07-2017 | From the field
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Emerging markets alert
Robeco launches Chinese A-share Equities strategy
Robeco launches Chinese A-share Equities strategy
China’s USD 7 trillion domestic market is the second largest in the world.
01-06-2017 | Insight
ESG integration crucial in emerging equities
ESG integration crucial in emerging equities
In emerging markets, ESG issues play an essential role.
26-05-2017 | Insight
Fair winds for Argentina
Fair winds for Argentina
Argentina seems to be back on track.
12-04-2017 | Insight
Emerging markets first, despite Trump
Emerging markets first, despite Trump
After outperforming Developed Markets in 2016, the outlook for 2017 is positive too for Emerging Markets, says Robeco's Fabiana Fedeli.
17-02-2017 | Video
Emerging Europe: Poland and Hungary are lost in transition
Emerging Europe: Poland and Hungary are lost in transition
After two decades of strong economic growth, emerging Europe has lost momentum.
08-11-2016 | Insight
An investor’s perspective on Turkey’s coup attempt
An investor’s perspective on Turkey’s coup attempt
After the recent coup attempt, President Recep Tayyip Erdogan has strengthened his grip on the country.
25-08-2016 | Emerging markets alert

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