We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.
A margin of safety has opened up for emerging market investors after recent selling, and history suggests a buying opportunity in emerging market debt (EMD) could be on the horizon.
Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?
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?
Quickview: Striking truck drivers are likely to further hamper a Brazilian economy already experiencing a slowdown in activity.
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.