Category: Emerging markets

Category: Emerging markets

07.06.2019

Opportunities and Challenges for India Investors in the Next Five Years

India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth

31.05.2019

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.

04.12.2018

Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.

04.12.2018

The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.

30.10.2018

Advantage of Terrain: A guide to spotting winning companies

Companies with sustainable profitability have found ways to benefit from competitive positioning and economic terrain

13.08.2018

Turkey’s crisis: policy response disappointing so far

Delphine Arrighi comments on the Turkish economic crisis.

13.06.2018

Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

16.03.2018

Ramaphosa offers investors comfort ahead of Moody's review

Cyril Ramaphosa has only been president of South Africa for less than a month, but his early actions are already...

14.03.2018

Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?

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