emerging markets asia

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

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

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

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

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 imminent Winter Olympics, and the country’s priorities for 2022.

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

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

What does the coronavirus mean for Chinese equities?

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

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

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

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

As tariffs are hiked again, where does the US-China trade war go from here?

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

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Examining three hot topics for Asian equity investors today.

Assessing the outlook for emerging-market bond investing.

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

Assessing the outlook for Indian mortgage finance.

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

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

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

Recent reforms are unlocking new growth opportunities in Mexico.

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

Looking past the political headlines in Brazil and the Philippines.

Argentinian sovereign debt: oversubscribed and overrated?