India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.
Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.
Companies with sustainable profitability have found ways to benefit from competitive positioning and economic terrain
Delphine Arrighi comments on the Turkish economic crisis.
Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...
Cyril Ramaphosa has only been president of South Africa for less than a month, but his early actions are already...
Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?