Skip to main content
LoginOpens in new window
Opens in new window
  1. Home
  2. Insights and Research
  3. Series

Emerging Markets Monthly Insight

In this series: 9 available

Latest series article

Insights

China big charge EVs oil and the renminbi

3 min Read

More from this series

Emerging markets: equities not surrendering to Trump's trade war
Insights
Emerging markets: equities not surrendering to Trump's trade war

Amid tariffs, supply chain reshuffling and geopolitical tensions, a look at the unexpected post-“Liberation Day” outperformance of emerging markets and Asian equities – and why we believe the investment case for the asset class remains in place.

3 min Read
Emerging market corporate bonds and tariffs: beyond the noise
Insights
Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 min Read
Will USAID suspension and other Trump policies affect frontier countries?
Insights
Will USAID suspension and other Trump policies affect frontier countries?

Emerging Markets Monthly Insight: Kevin and Leo consider the likely impact on frontier markets of the recent suspension of USAID and other Trump polices.

6 min Read
Outlook 2025: taking the temperature on India
Insights
Outlook 2025: taking the temperature on India

Emerging Markets Monthly Insight: India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? We think not.

6 min Read
Cocoa boost for Ghana and Côte d’Ivoire
Insights
Cocoa boost for Ghana and Côte d’Ivoire

Jacob and Leo consider what the huge upsurge in cocoa prices could mean for the economies and bonds of the top two global cocoa-producing countries of Cote d’Ivoire and Ghana.

3 min Read
Tencent: Let the (online) games begin!
Insights
Tencent: Let the (online) games begin!

Emerging Markets Monthly Insight: Alex Smith examines the rapid growth of online gaming in China and how one company is dominating this industry.

4 min Read
The case for EM corporate bonds
Insights
The case for EM corporate bonds

Emerging Markets Monthly Insight: Leo Morawiecki explains why now could be a good time to consider investing in EM corporate bonds.

5 min Read
From stadiums to China’s Nike – a sports evolution
Insights
From stadiums to China’s Nike – a sports evolution

Emerging Markets Monthly Insight: Anta shows upside from an emerging sporting superpower

4 min Read

Risk warning

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.