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Emerging markets & Asia
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Blog

Indonesian Elections: Presiding over an Emerging Powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

February 15, 2024 Newton fixed income team
Blog

China and the West: A Tale of Two Inflations

We analyze how China’s economy is influencing inflation rates across the developed and emerging world.

February 09, 2024 Newton fixed income team
Blog

Asian Income: Outlook

Although the economic outlook is uncertain, we believe there are opportunities for Asian income investors.

May 25, 2023 Zoe Kan
Blog

Emerging-Market Equities: Finally Time to Shine?

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

January 27, 2023 Newton emerging markets & Asia equities team
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.

January 26, 2023 Newton fixed income team
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.

October 24, 2022 Newton fixed income team
Blog

Russian Bear and Chinese Dragon

Feasting on honey or playing with fire?

May 04, 2022 Newton fixed income team
Blog

Russian Bear: Grizzly and Exiled

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

March 23, 2022 Newton fixed income team
Blog

Winter of Discontent?

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

February 04, 2022 Newton fixed income team
Blog

Deal or No Deal

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

January 28, 2022 Newton fixed income team
Blog

India: Ready for a China-Style Takeoff?

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

April 08, 2021 Newton emerging markets & Asia equities team
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