emerging markets asia

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

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.

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

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

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

How Newton is tackling carbon emissions.

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

Feasting on honey or playing with fire?

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

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

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

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

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

Can India emulate China's recent growth?

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

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 analyze 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 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…

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?

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.