International equities
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Comparing COVID-19 and the Global Financial Crisis: A new solution is needed
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Why quality stocks are key in today’s late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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Smart city: investing in our urban future
Smart cities are adapting to growing populations and the expanding need for sustainability. Learn about Pictet Asset Management’s smart city thematic equity investing strategy.
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2% Treasury bond yields: implications for equity investors
With 10-year U.S. Treasury bond yields recently sinking below 2%, attractive investment options have narrowed. A look at how we got here, the yield outlook, and income opportunities from stocks.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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Emerging-market winners in an age of disruption—companies, not countries
Selected emerging-market companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals.
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The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economies
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