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Emerging Markets Monthly Insight

In this series: 5 available

Latest series article

Insights

China big charge EVs oil and the renminbi

3 min Lees

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 Lees
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 Lees
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 Lees
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 Lees

Risicowaarschuwing

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