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Newton Portal
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Blog

emerging markets asia

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?

Ian Smith
25 January 2023
Emerging markets & Asia, Responsible investment, Sector research, Sustainable
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.

Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Made in Vietnam?
Blog

Vietnam: Supply-chain superstar

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Richard Bullock
04 October 2022
Emerging markets & Asia, Fixed income, Macro views, Sector research, Themes
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.

Paul Brain
04 August 2022
Emerging markets & Asia, Fixed income, Global equities, Themes
Why global equity income remains relevant in a challenged world
Blog

Asian income: Avoiding the China problem

Investment risks are changing in Asia, and income opportunities are rising.

Zoe Kan
03 August 2022
Emerging markets & Asia, Global income
The China policy assault
Blog

Cracking the China conundrum

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

Ian Smith
27 July 2022
Emerging markets & Asia, Sustainable
Emerging markets: three drivers of long-term growth
Blog

Emerging markets: three drivers of long-term growth

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

Ian Smith
09 February 2022
Emerging markets & Asia, Sustainable
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.

Richard Bullock
02 February 2022
Emerging markets & Asia, Global equities, Sector research
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.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
COP26: an inconvenient truth
Blog

COP26: an inconvenient truth

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

Laura Sheehan, Ian Smith
16 November 2021
Emerging markets & Asia, Sustainable
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.

Ian Smith
13 April 2021
Emerging markets & Asia, Sector research
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.

Trevor Holder
03 November 2020
Emerging markets & Asia, Fixed income
Doing the right thing: ESG and EMD
Blog

Doing the right thing: ESG and EMD

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

Carl Shepherd, Trevor Holder
27 July 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research
Blog

Time to panic?

What does the coronavirus mean for Chinese equities?

Newton equity opportunities team
25 February 2020
Emerging markets & Asia
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.

Newton global research team
21 November 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research, Themes
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.

Newton equity opportunities team
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.

Newton equity opportunities team
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, Themes
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, Themes
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
Blog

Joining the dot-coms

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

Newton equity opportunities team
09 January 2019
Emerging markets & Asia, Themes
Blog

Electrifying growth?

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Newton equity opportunities team
07 December 2018
Emerging markets & Asia
Blog

A tale of two countries

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

Newton equity opportunities team
06 November 2018
Emerging markets & Asia
Blog

Stating the case

How our ‘state intervention’ theme helps us to select our emerging-market investments

Newton equity opportunities team
23 October 2018
Emerging markets & Asia
Blog

US decoupling: can it last?

Can the US equity market continue its stellar performance into 2019?

Brendan Mulhern
25 September 2018
Emerging markets & Asia, Global equities, Macro views
Blog

Turkey: the canary in the coal mine?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…

Brendan Mulhern
29 August 2018
Emerging markets & Asia, Macro views
Blog

Starting to bite?

What are the potential consequences of China/US trade friction for emerging and developed markets?

Trevor Holder
17 July 2018
Emerging markets & Asia, Fixed income, Sector research
Blog

Russia’s rocky road to reform

With the FIFA World Cup fast approaching, can Russia sustain an economic recovery after its deep recession?

Newton equity opportunities team
22 May 2018
Emerging markets & Asia, Macro views
Blog

Time to be peso-mistic?

With Argentina raising interest rates to 40% to defend its rapidly falling currency, what does the future hold?

Carl Shepherd
18 May 2018
Emerging markets & Asia, Fixed income
Blog

We’re going to need more avocados

The rise of the middle-class consumer and its implications for investors.

Newton global research team
16 May 2018
Emerging markets & Asia, Macro views, Themes
Blog

Reaping the dividends?

Five reasons now could be a good time to consider Asian and emerging-market income investing.

Newton equity income team
03 May 2018
Emerging markets & Asia
When markets sneeze
Blog

When markets sneeze

Volatility returned with a vengeance in February. What are the ramifications for emerging markets?

Newton equity opportunities team
16 March 2018
Emerging markets & Asia
Blog

From rooster to dog: China in 2018

Can China sustain its positive momentum in the Year of the Dog?

Newton equity opportunities team
16 February 2018
Emerging markets & Asia
Blog

Silva lining?

Why the latest court ruling on Brazil’s former president could spell good news for its economy.

Carl Shepherd
29 January 2018
Emerging markets & Asia, Fixed income, Macro views
Blog

What can we learn from Indian health care?

Efficiency and low-cost solutions are helping to drive India’s health-care sector.

Newton global research team
18 January 2018
Emerging markets & Asia, Sector research
Blog

Ready for take-off

The structural growth story in global Chinese tourism could run for decades.

Newton global research team
15 January 2018
Emerging markets & Asia, Industry views, Macro views, Sector research
Blog

India’s great ‘financialisation’

One year on from the Indian government’s demonetisation initiative, asset management-related businesses are reaping the rewards.

Newton equity opportunities team
24 November 2017
Emerging markets & Asia
Blog

One Belt, One Road, and the $900bn dollar question

China has a grand vision for its One Belt One Road project, but can it become a reality?

Newton equity opportunities team
16 October 2017
Emerging markets & Asia
Blog

Planes, (economic) gains and automobiles

Increased infrastructure spending in India could be good news for investors.

Newton equity opportunities team
28 September 2017
Emerging markets & Asia
Blog

China in 3 charts

Three macro snapshots of China that investors should keep in mind.

Newton equity opportunities team
18 September 2017
Emerging markets & Asia
Blog

Credit where credit’s due

On the surface, the scale of emerging-market debt has rocketed – but has China confused the picture?

Newton equity opportunities team
10 July 2017
Emerging markets & Asia
Blog

Emerging attraction

Emerging market sovereign debt has defied market expectations so far this year, but can it last?

Trevor Holder
02 June 2017
Emerging markets & Asia
Blog

Artificial intelligence – no fake news

Advances in robotics are likely to have sweeping implications across economies.

Newton equity opportunities team
31 May 2017
Emerging markets & Asia
Blog

Brazil: fiesta or fiasco?

The latest scandal in Brazil serves to underpin our long-term views on the country.

Newton equity opportunities team
19 May 2017
Emerging markets & Asia
Blog

Working 9 till 5

Why we believe labour-intensive manufacturing is unlikely to return to the US for purely economic reasons.

Newton equity opportunities team
02 May 2017
Emerging markets & Asia
Blog

Why ‘America first’ might be worst

President Trump’s proposed protectionist policies could have negative consequences at home as well as abroad.

Newton equity opportunities team
17 March 2017
Emerging markets & Asia
Blog

A financial boost?

With the Fed set to raise rates again, we assess the outlook for the financial sector.

Paul Flood
14 March 2017
Emerging markets & Asia, Global equities, Sector research
Blog

Tech, trade and tackling China’s slowdown

Examining three hot topics for Asian equity investors today.

Zoe Kan
10 March 2017
Emerging markets & Asia
Looking
Blog

Emerging-market debt – a watching brief

Assessing the outlook for emerging-market bond investing.

Carl Shepherd
15 February 2017
Emerging markets & Asia, Fixed income
Blog

A look over Trump’s wall

Which areas of the emerging world might weather President Trump’s policies?

Newton equity opportunities team
09 December 2016
Emerging markets & Asia
Blog

Credit preference

Assessing the outlook for Indian mortgage finance.

Newton global research team
06 December 2016
Emerging markets & Asia
Blog

China: it’s not ALL bad…

China’s stock market has endured a bumpy ride, but there could be opportunities, if you know where to…

Newton equity opportunities team
20 October 2016
Emerging markets & Asia
Blog

Blame it on Rio

Whoever emerges from the chaos to win Brazil’s next election faces a daunting task just to balance the…

Carl Shepherd
07 September 2016
Emerging markets & Asia
Blog

South Africa: look closer

Why there’s more to South Africa’s investment case than the economic and political headlines.

Newton equity opportunities team
08 August 2016
Emerging markets & Asia
Blog

Mexico’s potential unwrapped

Recent reforms are unlocking new growth opportunities in Mexico.

Newton equity opportunities team
08 July 2016
Emerging markets & Asia
Blog

What do you buy the ‘Chairman of Everything’?

China’s slowing economic growth could be the reason behind Xi Jinping’s increasingly autocratic behaviour.

Newton equity opportunities team
01 June 2016
Emerging markets & Asia
Blog

Emerging-market politics in a nutshell

Looking past the political headlines in Brazil and the Philippines.

Newton equity opportunities team
23 May 2016
Emerging markets & Asia
Blog

Argentinian government bonds: from default to the record books

Argentinian sovereign debt: oversubscribed and overrated?

Carl Shepherd
20 May 2016
Emerging markets & Asia, Fixed income
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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. 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.