Global Emerging Markets

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Markets

14AUG 2018

Turkey trouble: what's behind it and what does it mean for EM?

Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

2018

JULY

30JUL 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2018

This month we look at why the world economy is entering a spell of slower growth, explore some of the consequences of Brexit and explain why currency war concerns are overblown.

24JUL 2018

Economics

Why investors are wrong about the role of the dollar

A new theory about the US dollar is challenging the way economists and markets think about currencies. It has particularly important implications for emerging market asset classes.

16JUL 2018

Economics

China enters the slowdown phase

Quickview: China’s economy slowed in Q2 and we see further weakness in Q3, as policymaker support takes time to translate to growth.

JUNE

26JUN 2018

Markets

"Malaysia Boleh?" (Can Malaysia do it?)

Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?

20JUN 2018

Markets

Our multi-asset investment views for June 2018

We have downgraded equities this month in Europe, Japan, Pacific ex-Japan and emerging markets. Here's why.

19JUN 2018

Economics

Trade tensions - the US ups the ante

As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.

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?