emerging markets asia

We explore the outlook for emerging-market equities.

The perception that investing in Asia is solely a play on global macro and export growth should change.

Findings from a research trip to India.

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 analyse 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.

We explore Asian income opportunities.

Although the economic outlook is uncertain, 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.

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 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 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.