Emerging Markets

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Economics

14AUG 2018

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.

2018

JUNE

12JUN 2018

Markets

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.

MARCH

16MAR 2018

Economics

Russian election: how might Putin’s inevitable victory affect the economy?

For Russia the risk lies not in Sunday’s election, but what comes after.

FEBRUARY

13FEB 2018

Markets

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

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

JANUARY

05JAN 2018

Markets

Latin America focus: can politics boost the growth outlook in 2018?

We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.