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.

Could actively managed emerging-market strategies offer schemes an attractive balance of risk versus reward over the long term?

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?

In this article, we focus on four investment themes - state intervention, Earth matters, financialisation and net effects…

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

Where can emerging market investors look to unearth potential profit growth and what areas should they seek to…

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?

Avoiding the consensus view of corporate governance in emerging markets.

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.

Three charts revealing the investment outlook of a potential emerging-market gem.

A whistle-stop tour provides insight into the country’s fast-moving economy.

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…

A meeting with the Georgian ambassador to London provides unique insights.

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?