Emerging Markets

MARCH

16MAR 2018

Economic Views

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

Equities

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

Equities

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

18JAN 2018

Economic Views

Has Chinese growth peaked?

Quickview: The final quarter rounds off a strong year for Chinese growth.

05JAN 2018

Equities

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

Fixed Income

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.

05DEC 2017

Fixed Income

Outlook 2018: Emerging markets debt absolute return

Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.

05DEC 2017

Equities

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

OCTOBER

18OCT 2017

Economic Views

World economy squeezed: rate rises, QE and emerging markets disinflation

In this month's infographic we look at how central banks will tighten monetary policy, the outlook for UK interest rates and inflation in emerging markets.

04OCT 2017

Multi-Asset

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.