Emerging Markets

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Economics

03DEC 2018

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

2018

OCTOBER

29OCT 2018

Economics

Brazil backs Bolsanaro: what next?

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.

19OCT 2018

Economics

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.

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

04OCT 2018

Economics

Why Brazil’s election is so important

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.

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.