Emerging Markets

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Economics

16JUL 2019

Infographic: A snapshot of the world economy in July 2019

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

2019

JULY

10JUL 2019

Economics

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

04JUL 2019

Markets

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.

JUNE

13JUN 2019

Markets

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

05JUN 2019

Economics

Trump targets Mexico, hits the Fed

We cannot be sure if Trump’s Mexican tariffs are just part of his bargaining strategy, but it may get him the Fed rate cut he wants.

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

MAY

30MAY 2019

Economics

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

29MAY 2019

Markets

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?