Category: Emerging markets

Category: Emerging markets


Advantage of Terrain: A guide to spotting winning companies

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


Turkey’s crisis: policy response disappointing so far

Delphine Arrighi comments on the Turkish economic crisis.


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...


Why emerging market equity investors shouldn't fear the Fed

As was widely anticipated, Jerome Powell, the new chairman of the US Federal Reserve, notched up the first interest rate...


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...


Emerging market equities: good times

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


Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...