Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
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?
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.
While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different
We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.
A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.