Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?
Carl Shepherd
05 December 2019
Emerging markets & Asia, Fixed income
Blog

Megacities – where themes collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.
Ed Geall
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
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.
Naomi Waistell
19 November 2019
Emerging markets & Asia
Blog

Towards the light

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.
Naomi Waistell
14 October 2019
Emerging markets & Asia, Responsible investment, Sustainable
Blog

Trade trouble

As tariffs are hiked again, where does the US-China trade war go from here?
Trevor Holder
29 May 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.
Brendan Mulhern
15 April 2019
Emerging markets & Asia, Real Return
Blog

Driving us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.
Carl Shepherd
19 February 2019
Emerging markets & Asia, Fixed income, Sector research

Archive

Access all of our blog posts in this area.

View all Emerging markets and Asia blog posts