Emerging Markets

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Рынки

28НОЯ 2019

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

2019

ОКТЯБРЬ

16ОКТ 2019

Экономика

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

СЕНТЯБРЬ

24СЕН 2019

Перспективы мирового рынка

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.

06СЕН 2019

Экономика

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.

АВГУСТ

13АВГ 2019

Рынки

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.

07АВГ 2019

Экономика

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.

05АВГ 2019

Экономика

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.

01АВГ 2019

Экономика

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.