Fullerton Insights

MSCI China – where do we go from here?

This update explores MSCI China’s evolving composition, its current valuations, and China’s macro outlook.

Overview of the US internet sector: examining the broad trends and sub-industries

We examine the outlook for the US internet sector and the differentiated opportunities in the various sub-segments.

China’s infrastructure outlook in 2022 and beyond

We examine China’s appetite for higher infrastructure spend ahead to support growth, along with the funding sources, and nature of projects to follow.

Special topic: renewable energy – solar

We examine the viability of solar as a renewable energy source and the supportive factors behind its long growth runway here.

Asia’s logistics sector: long-term structural tailwinds and emerging challenges

The report explores the robust logistics sector in Asia, uncovering the benefits and headwinds impacting various sub-sectors of the industry in the region.