August 05, 2020 China’s Higher Bond Yields Buck the Global Trend by Brad Gibson Government bond yields have tumbled globally but China’s yields have risen to pre-COVID-19 levels. The RMB hasn’t yet reacted to the favorable rate difference, and we think bond yields are likely to decline moving forward—a favorable landscape for China bonds. China, Coronavirus, Currency, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
June 04, 2020 Can the Coronavirus Crisis Bring Positive Change to Emerging Markets? by Adriaan du Toit Emerging markets (EM) are at a crossroads. The impact of COVID-19 aggravates pre-existing challenges. But it also enables those EM economies that respond effectively to create better conditions for the future. Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 01, 2020 Emerging-Market Debt: Higher Quality, Higher Yield? by Shamaila Khan As the coronavirus crisis unfolded, spreads spiked to record highs across investment-grade emerging-market debt, despite the sector’s strong fundamentals. Today, spreads remain wide. That may not last. Coronavirus, Emerging Markets, Fixed Income, Volatility Likes 0 SHARE Bookmarks
June 01, 2020 Why Have Chinese Stocks Held Up So Well? by John Lin, Stuart Rae Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock. China, Coronavirus, Emerging Markets, Equities, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 27, 2020 Preparing Chinese Holdings for Potential US Action by John Lin, Stuart Rae Tensions between the US and China are flaring up again. With pressure mounting on Chinese stocks listed in the US, including those widely held in emerging-market portfolios, investors need to consider how to prepare for the mounting risks. China, Coronavirus, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks
May 14, 2020 What We Can Learn from China’s Rapid Normalization by Mo Ji China is further along the coronavirus curve than much of the rest of the world. What does its path to normal look like, and what are the big unknowns? China, Coronavirus, Economics, Emerging Markets, Fixed Income, Trade Wars Likes 0 SHARE Bookmarks
May 12, 2020 Asian Stocks: Value Appeal Revealed in Coronavirus Recovery by Stuart Rae, Rajeev Eyunni Asian businesses are gradually rebooting after governments quelled the initial wave of the pandemic. Conditions may be improving for regional value stocks that were beaten down before and during the pandemic. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
March 24, 2020 Is Vietnam Ready to Fill China’s Supply Chain Gaps? by Min Zhou, Vivian Chen Postcard from Vietnam: On a research trip to Vietnam before the coronavirus crisis, our analysts discovered what it takes for manufacturers to outsource successfully. Coronavirus, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
February 26, 2020 China’s Bond Markets Can Weather Coronavirus by Jenny Zeng, Mo Ji, Hua Cheng As China’s leaders scramble to contain the COVID-19 epidemic, the global community braces for impact to China’s people, equity and bond markets, and economy. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 1 SHARE Bookmarks
February 18, 2020 A New Wave of Emerging Market Opportunities by Sammy Suzuki Emerging markets are no longer just the factories to the world, they’re rapidly becoming knowledge-based economies. And they’re not just catching up to their developed counterparts: in some key industries and sectors, emerging markets are leapfrogging past developed economies. Emerging Markets Likes 0 SHARE Bookmarks
February 17, 2020 Revisiting China’s Equity Markets as Coronavirus Spreads by John Lin, Stuart Rae Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current crisis. China, Coronavirus, Emerging Markets, Equities, Volatility Likes 1 SHARE Bookmarks
February 05, 2020 Navigating Political Risk in Latin America’s Andean Region by Armando Armenta Late in 2019, Chile, Colombia and Peru saw an uptick in political turmoil that was unusual, given that they’re perceived as politically stable countries with “market-friendly” policies. With several key elections on tap in 2020, we’re watching closely for potential risk flare-ups. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks