Emerging Markets

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Рынки

13ИЮН 2019

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

Экономика

05ИЮН 2019

2019

МАЙ

30МАЙ 2019

Экономика

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

29МАЙ 2019

Рынки

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?

16МАЙ 2019

Экономика

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

03МАЙ 2019

Экономика

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

АПРЕЛЬ

17АПР 2019

Экономика

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

16АПР 2019

Экономика

Why policy reform is the key to China's demographic challenge

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

11АПР 2019

Экономика

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.