Emerging Markets

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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?

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.

OCTOBER

18OCT 2017

Economics

World economy squeezed: rate rises, QE and emerging markets disinflation

In this month's infographic we look at how central banks will tighten monetary policy, the outlook for UK interest rates and inflation in emerging markets.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

SEPTEMBER

18SEP 2017

Economics

Emerging markets, inflation and political risk – a summary of the world economy

This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.

AUGUST

16AUG 2017

Watch/Listen

How will central bank tightening affect emerging market bonds?

Rajeev de Mello explains that emerging markets are prepared for tighter monetary policy and highlights the Asian countries offering the most attractive yields.