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.
We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.
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
Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.
Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.