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Emerging Markets Monthly Insight

Nesta série: 9 disponíveis

Artigo das séries mais recentes

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China big charge EVs oil and the renminbi

3 min Ler

Mais sobre esta série

Emerging markets: equities not surrendering to Trump's trade war
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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 Ler
Emerging market corporate bonds and tariffs: beyond the noise
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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 Ler
Will USAID suspension and other Trump policies affect frontier countries?
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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 Ler
Outlook 2025: taking the temperature on India
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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 Ler
Cocoa boost for Ghana and Côte d’Ivoire
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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 Ler
Tencent: Let the (online) games begin!
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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 Ler
The case for EM corporate bonds
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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 Ler
From stadiums to China’s Nike – a sports evolution
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From stadiums to China’s Nike – a sports evolution

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

4 min Ler

Aviso de risco

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