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Insight

emerging markets asia

Global Emerging Markets
Video

Concentrated Global Emerging Markets – Quarterly Outlook

Ian Smith explores the key themes that investors should be considering in emerging markets.

February 14, 2023
Emerging markets & Asia, Macro views
Is China ‘uninvestible’?
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
January 27, 2023
Emerging markets & Asia, Macro views, Sustainable, Themes
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
January 26, 2023
Emerging markets & Asia, Sector research, Themes
Finding opportunities for positive change and sustainable growth in emerging markets
Article

Finding Opportunities for Positive Change and Sustainable Growth in Emerging Markets

Why we believe emerging markets offer the most exciting backdrop for sustainable investing in the world today.

December 15, 2022
Emerging markets & Asia, Responsible investment, Sustainable
Policy response
Blog

Vladimir Putin: Mr. Three Per Cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

Richard Bullock
October 24, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
Made in Vietnam?
Blog

Vietnam: Supply-Chain Superstar

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

Richard Bullock
October 4, 2022
Emerging markets & Asia, Fixed income, Sector research, Themes
Defining our approach to net zero
Article

Defining Our Approach to Net Zero

How Newton is tackling carbon emissions.

June 8, 2022
Emerging markets & Asia, Newton philosophy, Responsible investment, Sustainable
Investment matters: Russia, China and the new world order
Audio

Russia, China and the New World Order

How the Ukraine conflict could change the geopolitical and investment landscape.

May 19, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

Richard Bullock
May 4, 2022
Emerging markets & Asia, Fixed income, Global equities, Ukraine
Ukraine Russia war soldier
Blog

Russian Bear: Exiled and Grizzly

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Richard Bullock
March 23, 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Ukraine
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
February 9, 2022
Emerging markets & Asia, Responsible investment, Sustainable
Winter of Discontent?
Blog

Winter of Discontent?

We assess the geopolitical and economic implications of China’s Winter Olympics, and the country’s priorities for 2022.

Richard Bullock
February 4, 2022
Emerging markets & Asia, Sector research
Deal or no deal?
Blog

Deal or No Deal

How do Russia's latest demands over Ukraine impact future European security?

Richard Bullock
January 28, 2022
Emerging markets & Asia, Global equities, Sector research, Sustainable, Ukraine
Emerging giants: Can India emulate China's recent growth?
Audio

China and India: taking a sustainable approach

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

January 4, 2022
Emerging markets & Asia, Global equities, Macro views, Responsible investment, Sector research, Sustainable
The China policy assault
Video

The China Policy Assault

How should investors interpret the latest government policy? We interview Terry Branstad, former US ambassador to China.

December 20, 2021
Emerging markets & Asia, Macro views
Emerging giants: Can India emulate China's recent growth?
Audio

Emerging Giants: Can India Emulate China's Recent Growth?

Can India emulate China's recent growth?

December 15, 2021
Emerging markets & Asia, Macro views, Responsible investment, Sector research
The future of the Fortune 500 in China
Video

The Future of the Fortune 500 in China

We speak to the US-China Business Council about how multinational corporations are thinking about their investments with China.

November 26, 2021
Emerging markets & Asia, Macro views
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
November 17, 2021
Emerging markets & Asia, Sustainable
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-Style Takeoff?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

Ian Smith
April 8, 2021
Emerging markets & Asia
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
November 3, 2020
Emerging markets & Asia, Fixed income
Doing the right thing: ESG and EMD
Blog

Doing the Right Thing: ESG and EMD

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

Carl Shepherd, Trevor Holder
July 28, 2020
Emerging markets & Asia, Fixed income, Responsible investment, Sector research, Sustainable
Blog

Time to Panic?

What does the coronavirus mean for Chinese equities?

Newton equity opportunities team
February 25, 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
December 11, 2019
Emerging markets & Asia, Fixed income
Megacities medium
Blog

Megacities – Where Themes Collide

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

Newton global research team
November 28, 2019
Emerging markets & Asia, Macro views, Newton philosophy, Sector research
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
November 25, 2019
Emerging markets & Asia
Blog

Trade Trouble

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

Trevor Holder
May 30, 2019
Emerging markets & Asia, Fixed income, Macro views
Blog

Prop-ping up a Powerhouse

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

Brendan Mulhern
April 15, 2019
Emerging markets & Asia, Real Return
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
February 20, 2019
Emerging markets & Asia, Fixed income, Sector research
Blog

Electrifying Growth?

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

Newton equity opportunities team
December 17, 2018
Emerging markets & Asia, Newton philosophy
Blog

Stating the Case

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

Newton equity opportunities team
November 23, 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
November 19, 2018
Emerging markets & Asia
Blog

U.S. Decoupling: Can It Last?

Can the U.S. equity market continue its stellar performance into 2019?

Brendan Mulhern
October 9, 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
September 3, 2018
Emerging markets & Asia, Macro views
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
June 8, 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
May 25, 2018
Emerging markets & Asia, Fixed income
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
March 28, 2018
Emerging markets & Asia
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
March 12, 2018
Emerging markets & Asia, Sector research
Blog

From Rooster to Dog: China in 2018

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

Newton equity opportunities team
March 6, 2018
Emerging markets & Asia
Blog

Ready for Take-Off

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

Newton global research team
February 8, 2018
Emerging markets & Asia, Macro views, Sector research
Blog

India’s Great ‘Financialization’

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

Newton equity opportunities team
December 14, 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
November 1, 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
October 17, 2017
Emerging markets & Asia
Blog

China in 3 Charts

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

Newton equity opportunities team
October 13, 2017
Emerging markets & Asia
Blog

A Chip on their Shoulder

The memory chip supply/demand sweet spot.

Newton equity opportunities team
September 21, 2017
Emerging markets & Asia
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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. Newton is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940. Newton’s investment business is described in Form ADV, Part 1 and 2, which can be obtained from the SEC.gov website or obtained upon request. 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. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York or any of its affiliates. The Bank of New York assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith. © 2006 The Bank of New York Company, Inc. All rights reserved.