Global Emerging Markets

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Economics

17APR 2019

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

2019

APRIL

02APR 2019

Markets

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

MARCH

18MAR 2019

Economics

Does it matter if China gets old before it gets rich?

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth.

13MAR 2019

Economics

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

12MAR 2019

Markets

A new approach to investing in emerging markets

Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets

05MAR 2019

Economics

Developments in China’s balance of payments and implications for the RMB

Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.

FEBRUARY

27FEB 2019

Markets

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

26FEB 2019

Markets

Weightlifting China - how big will it get?

In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.