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  • 04/07/2019
    Equities
    Gary Greenberg
    For more than a year, the US and China have been embroiled in a bitter trade war
  • 18/03/2019
    Equities
    Gary Greenberg
    Gary Greenberg, Head of Global Emerging Markets at Hermes Investment Management, explains why China’s emergence on the global stage poses a genuine threat to US dominance.
  • 30/10/2018
    Equities
    Gary Greenberg
    The tailwinds supporting emerging markets (EM) through the early part of the year gave way to headwinds and headlines of trade disputes, spiralling currencies and declining growth rates over the summer. In his latest note, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, explores the macro fundamentals underpinning the EM business environment, which remain more robust than the recent volatility might suggest.
  • 19/06/2018
    Equities
    Gary Greenberg
    From a distance, it is easy to conclude that Egypt is an arid environment for investors. Accounting for only 0.13% of the MSCI Emerging Markets Index, the country is often overlooked given its questionable democracy, high rate of inflation, recent currency devaluation and twin deficits. Since the global financial crisis, Egypt has suffered a difficult decade characterised by political instability and economic turmoil.
  • 16/02/2018
    Equities
    Gary Greenberg
    In his new Gemologist publication, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, looks at the tailwinds driving the resurgence of emerging market stocks this year.
  • 29/11/2017
    Equities
    Gary Greenberg
    “Companies do not exist in isolation: they use resources from the commons, employ labour and attract customers from towns and cities, and are required to operate under the laws of the land. They influence the lives of far more people than shareholders alone, but unfortunately plenty of businesses act to the detriment of many – including, in the long run, themselves and their investors.”
  • 30/10/2017
    Equities
    Gary Greenberg
    Recent newsflow about China has been dominated by the Communist Party’s five-yearly plenum. But Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, believes the real story of interest for investors is the radical shift from imitation to innovation within the country’s economy.
  • 30/10/2017
    Equities
    Gary Greenberg
    Recent newsflow about China has been dominated by the Communist Party’s five-yearly plenum. But we believe the real story of interest for investors is the radical shift from imitation to innovation within the country’s economy.
  • 04/10/2017
    Equities
    Gary Greenberg
    From its origins 18 years ago, Alibaba has grown to become the world’s largest retailer – surpassing even US giant Walmart – while diversifying into media creation and cloud computing according to Gary Greenberg, Head of Emerging Markets at Hermes Investment Management.
  • 21/08/2017
    Equities
    Gary Greenberg
    •As Chinese firms position themselves as innovative leaders on the global stage, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, assesses the impact on the country’s political structure. There has been a continual debate on whether China moving to a more open market would spell the end of the Chinese Communist Party’s hold on the economy and population. The Party’s recent move to formalise its role in major state-owned enterprises has cast doubt on views that Beijing would loosen its grip on the market. The 19th Party Congress in autumn will be a key indicator as to whether President Xi Jinping will again espouse the “decisive” influence the market is to have on the economy. But the impressive growth of the internet and ecommerce may have unexpected effects on China’s policy. For those of us in the West who grew up with the epithet ‘Made in China’ as shorthand for a cheap facsimile of the real thing, the concept of China as a hub of innovation is challenging. However, we would do well to remind ourselves this is the culture which invented gunpowder, moveable type and rockets. Chinese innovation is now returning to the fore, as the government ramps up funding for research and patent awards rapidly outpace the rest of the world. China graduates far more students in the STEM (Science, Technology, Engineering and Mathematics) fields than the US, and now ranks as the most influential country in four of eight core scientific fields.
  • 21/08/2017
    Equities
    Gary Greenberg
    As Chinese firms position themselves as innovative leaders on the global stage, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, assesses the impact on the country’s political structure.
  • 16/08/2017
    Equities
    Gary Greenberg
    Hermes Investment Management, the £29.8 billion manager focused on delivering superior, sustainable, risk adjusted returns to its clients – responsibly, announces that planning consent has been granted for its brand new office development and multi-storey car park in Edinburgh’s city centre.