The concept of a growing, homogenous emerging market middle class is a fallacy – except in China.
China is taking the lead in developing innovative ways to merge offline and online retail experiences.
Even Silicon Valley firms now view China as a laboratory for future innovation.
Justin Leverenz believes China’s transition to a more consumer oriented economy will bring long-term benefits.
China is responsible for the vast majority of EM debt growth, and it is on stable footing.
U.K. companies with global operations may be spared from Brexit’s impact on the domestic economy.
We see abating macro headwinds, structural reforms, and good prices for extraordinary companies.
Geographic idiosyncrasies across Asia have fueled the ride-hailing industry and adjacent businesses.
China's experiments in shopping are moving into high gear. The world needs to pay attention.