Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.
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.
Brazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile.
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.
We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.
Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.