Emerging markets

Soft-closed in 2012

EM value most bullish position

Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.

Dominance by Chinese tech firms

The introduction of India's first infrastructure investment trust, called IRB, in May underscores the expectation infrastructure spend will be a key driver of the country's growth over the next few years.

Growing sophistication in technology

Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager at Insight Investment

Politics remains swing factor

China debt level's and Trump's agenda cited as key risks

Technology adoption a key theme