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 urbanization.

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

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

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

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

Can the U.S. 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…

The middle-class is exploding, especially in emerging markets - but what are the implications for investors?

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?

Avoiding the consensus view of corporate governance in emerging markets.  

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

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

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

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

One year on from the Indian government’s demonetization 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.

The memory chip supply/demand sweet spot.