emerging markets and asia

Three findings from a recent research trip to China.

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

Why we believe Japan is set for a renaissance

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

Can China escape 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.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

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

Feasting on honey or playing with fire?

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

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 Winter Olympics, and the country’s priorities for 2022.

How do Russia's latest demands over Ukraine impact future European security?

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 analyze 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 urbanization.

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

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

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

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

Can the U.S. equity market continue its stellar performance into 2019?

Are Turkey’s travails a precursor of worse to come for the global financial system as quantitative tightening starts…