Emerging Markets Monthly Insight

ในซีรีส์นี้: มี 9

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 อ่าน

บทความทั้งหมด19 มี.ค. 2568

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 อ่าน

บทความทั้งหมด17 ก.พ. 2568

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 อ่าน

บทความทั้งหมด04 ก.พ. 2568

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 อ่าน

บทความทั้งหมด06 ธ.ค. 2567

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 อ่าน

บทความทั้งหมด29 ต.ค. 2567