Emerging Markets

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Economics

19OCT 2018

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

2018

SEPTEMBER

26SEP 2018

Economics

Five charts that explain the case for emerging markets

For those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.

AUGUST

23AUG 2018

Economics

What it takes to be promoted to emerging market status

We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.

14AUG 2018

Economics

Turkey trouble: what's behind it and what does it mean for emerging markets?

Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

JULY

19JUL 2018

Economics

Is China’s currency weakness the latest salvo in trade tensions?

Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.

JUNE

26JUN 2018

Economics

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

12JUN 2018

Economics

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

APRIL

05APR 2018

Economics

How China is positioning for slower growth

The Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.