Emerging Markets

Hard Landing for China’s Growth? Six Factors to Watch
China and US: Tug of Trade War
Emerging Markets: Widen Your Lens Beyond Trade Tensions
Why Play Defense in Rising Emerging Markets?
Where Next? Our Post-Recovery Outlook for Emerging-Market Debt
Postcard from… India

Postcard from… India

by Jia Zhang
India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked beyond the noisy headlines, I felt excited about the attractive investment opportunities that were created by the liquidity crisis which started last September.

Emerging Markets, Equities


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No more ‘Wild East’: China’s Stock Market Is Growing Up Fast
Nigeria and South Africa: Will Elections Bring Change for Investors?
2019 Elections in Scope: Nigeria & South Africa
China: Current Questions, Long-Term Opportunities
Wary of Emerging-Market Debt in 2019? You Shouldn’t Be.
Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks

by John Lin, Stuart Rae
Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine.

Emerging Markets, Equities, Policy & Regulation, Trade Wars


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How Low Can Emerging Markets Go?
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