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The site you are about to enter is intended for Australian wholesale clients only (as that term is defined in section 761G of the Corporations Act 2001 (Cth)) and is not intended for distribution to, nor should it be relied upon by, retail clients. Newton Investment Management Limited (Newton) is authorised and regulated in the UK by the Financial Conduct Authority (FCA). Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Corporations (Repeal and Transitional) Instrument 2016/396, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Instrument exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia. This information is made available by Newton Investment Management Limited and Emesco Agents Pty Ltd.

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Newton Investment Management

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Newton Portal
Australia Insights Emerging markets & Asia

emerging markets asia

Blog

India: Formalisation and digitalisation are creating opportunities

Findings from a research trip to India.

17 May 2024 Liliana Castillo Dearth
Accessories, Bag, Text
Blog

China trip: Three takeaways

Three findings from a recent research trip to China.

26 February 2024 Liliana Castillo Dearth
Road, City, Metropolis
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
Adult, Female, Person
Video

Are emerging-market equities set to bounce back?

Liliana Castillo Dearth explains why she believes there are better prospects ahead for emerging-market equities.

25 January 2024 Liliana Castillo Dearth
Architecture, Building, City
Blog

Emerging-market equities 2024 outlook: Better prospects ahead

A combination of cyclical and structural factors drives our more constructive outlook.

22 December 2023 Liliana Castillo Dearth
Audio

China through an investment lens

To invest or not invest? We take a closer look at the latest realities of China’s economy.

07 December 2023 Raphael J. Lewis, Jack Encarnacao
Nature, Outdoors, Weather
Blog

Fading fortunes: The slowdown of cross-border capital into China

We explore the investment implications of a decoupling between China and the West.

06 December 2023 Meghan Bruni, Elias Glenn
City, Urban, Metropolis
Blog

The outlook for Asian income

We explore Asian income opportunities.

24 November 2023 Zoe Kan
Asian income: outlook
Blog

Asian income: outlook

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

24 May 2023 Zoe Kan
Episode 1: The New China Trade Reality
Blog

Emerging-market equities: finally time to shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

25 January 2023 Newton emerging markets & Asia equities team
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

04 August 2022 Paul Brain
The China policy assault
Blog

Cracking the China conundrum

How can investors get comfortable with corporate governance in China and broader emerging markets?

27 July 2022 Newton emerging markets & Asia equities team
Investment matters: Russia, China and the new world order
Audio

Russia, China and the new world order

How the Ukraine conflict could change the geopolitical and investment landscape.

19 May 2022 Matt Goodburn
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

02 February 2022 Newton fixed income team
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-style take-off?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

13 April 2021 Newton emerging markets & Asia equities team
Navigating the debt mountain
Blog

Navigating the debt mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

03 November 2020 Trevor Holder
Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?

05 December 2019 Carl Shepherd
Blog

Megacities – where themes collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

21 November 2019 Newton global research team
Made in Vietnam?
Blog

Made in Vietnam?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

19 November 2019 Newton emerging markets & Asia equities team
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

15 April 2019 Brendan Mulhern
Blog

Joining the dot-coms

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

09 January 2019 Newton emerging markets & Asia equities team
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Individual Investors will be redirected to bnymellon.com

This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Newton is providing financial services to wholesale clients in Australia in reliance on ASIC Class Order 03/1099, a copy of which is on the website of the Australian Securities and Investments Commission, www.asic.gov.au. The Class Order exempts entities that are authorised and regulated in the UK by the FCA, such as Newton, from the need to hold an Australian financial services license under the Corporations Act 2001 for certain financial services provided to Australian wholesale clients on certain conditions. Financial services provided by Newton are regulated by the FCA under the laws and regulatory requirements of the United Kingdom, which are different to the laws applying in Australia.

Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

This material is for Australian wholesale clients only and is not intended for distribution to, nor should it be relied upon by, retail clients. This information has not been prepared to take into account the investment objectives, financial objectives or particular needs of any particular person. Before making an investment decision you should carefully consider, with or without the assistance of a financial adviser, whether such an investment strategy is appropriate in light of your particular investment needs, objectives and financial circumstances.

This information is made available by Newton and BNY Mellon Investment Management Australia Ltd (AFSL 227865). This information is confidential and is only provided to Australian wholesale clients (as that term is defined in section 761G of the Corporations Act 2001 (Cth)). This is not an offering or the solicitation of an offer to purchase an interest in any financial product referred to in this website. This content is for general purposes only and should not be relied upon as financial product advice. This content has been prepared without taking into account the objectives, financial situation or needs of any person. Before making an investment decision an investor should consider the appropriateness of the information in this website having regard to these matters and read the disclosure document relating to a financial product. Investors should also consider obtaining independent advice before making any investment decisions. Investments can go up and down and to the extent that this website contains any past performance information, past performance is not a reliable indicator of the future performance of the relevant investment or any similar investment strategy.

Newton Investment Management Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the UK under UK laws, which differ from Australian laws.