Global Emerging Markets

Highlight

Markets

13FEB 2018

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

2018

FEBRUARY

02FEB 2018

Markets

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

JANUARY

05JAN 2018

Markets

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DEC 2017

Markets

Outlook 2018: Emerging markets debt absolute return

Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.

05DEC 2017

Markets

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

01DEC 2017

Economics

Brazilian GDP growth accelerates ahead of expectations

Quickview: Brazilian GDP growth accelerates to 1.4% in Q3 amid a pick-up in investment.

NOVEMBER

30NOV 2017

Economics

Indian growth data disappoints again

Quickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performance