Global Emerging Markets

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01NOV 2019

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

2019

OCTOBER

18OCT 2019

Economic Views

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

16OCT 2019

Equities

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

SEPTEMBER

24SEP 2019

Equities

Eight charts that explain the growing importance of China A-shares

More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.

06SEP 2019

Economic Views

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

AUGUST

13AUG 2019

Equities

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

07AUG 2019

Economic Views

Fed rate cut spurs EMs into action

A wave of rate cuts across the emerging markets is likely, as India joins Brazil in cutting interest rates by more than expected.

05AUG 2019

Economic Views

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.