Emerging markets and Asia

Three findings from a recent research trip to China.

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

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

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

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

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

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

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

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

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

How do Russia's latest demands over Ukraine impact future European security?

We explore the realities of carbon emissions and how emerging markets are key to achieving net zero.

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

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

We analyze the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

What does the coronavirus mean for Chinese equities?

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