emerging markets and asia

Teaser text - Three findings from a recent research trip to China.

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

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

A combination of cyclical and structural factors drives our more constructive outlook.

We explore the investment implications of a decoupling between China and the West.

We explore Asian income opportunities.

We assess the key geopolitical trends, and what they mean for the inflationary environment and broader investment landscape.

Prime Minister Kishida’s ‘three arrows’ of wage inflation, investment cycle and corporate governance reform are reshaping Japan.

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

Can China break free from US-led containment policies?

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

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Investment risks are changing in Asia, and income opportunities are rising.

How can investors get comfortable with corporate governance in China and broader emerging markets?

We discuss three key drivers of sustainable growth in emerging markets and the importance of strong corporate governance.

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

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

We explore the realities of carbon emissions and how emerging markets are key to achieving net zero.

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

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

We analyse the importance of sound governance and disciplined ESG analysis when selecting emerging-market government bonds.

What does the coronavirus mean for Chinese equities?

As street protests spread across the region, is Latin America approaching a tipping point?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

As tariffs are hiked again, where does the US-China trade war go from here?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

How our ‘state intervention’ theme helps us to select our emerging-market investments

Can the US equity market continue its stellar performance into 2019?