Brazil
Over-gloomy news flow creating opportunities in EMD
Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
Should investors fear EMD risks?
Risk scenarios vary from country to country
Source's Jackson: Shifting political sands
Paul Jackson, head of research at Source, looks at how the changing political landscape has helped Europe - while hurting the UK, US and Brazil.
Which emerging markets can avoid 'middle income trap' and top growth tables?
China and the Czech Republic well placed
Managers eye opportunities in Brazil as market 'prices in too much fear'
Political risk not affecting fundamentals
Impeachment inertia: Have markets become desensitised to global political troubles?
Markets rebound despite talk of impeachment in Brazil and the US
Where are the opportunities and risks for EMs?
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Why EM companies need to live up to expectations this year
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Brazil: The big opportunities and risks as reform gathers momentum
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
RWC's EM head Malloy dismisses Trump trade war fears
Commodity-producing nations will benefit
HSBC shares fall on 62% profits plunge
Fall larger than analysts' expectations
Lazard's Donald: The headwinds and tailwinds for EMs in 2017
What will be Trump impact?
Why investors should consider Brazilian and Turkish bonds
You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.
What makes for an outperforming EM?
Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.
JPM Brazil scraps 'no longer appropriate' DCM as trust shrinks
Introduced new long-term discount target
Ashmore's Dehn: Brazil set for 'super-Goldilocks' economic boost
Four factors for a super-Goldilocks economy
Redwood: Will 2017 be as good as 2016?
Brazil and Russia top performers for 2016
Are EM economies really less indebted than developed market peers?
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
M&G's Calich: What are the threats to emerging market debt?
Renewed expectations of a US interest rate rise and the uncertain outcome of the imminent US election have recently contributed to more moderate returns from emerging market bonds after their solid year-to-date performance.
Currencies, countries and sectors: Taking apart the emerging markets rally
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Brazilian real rallies as senate votes to impeach president Rousseff
Replaced by interim Michel Temer
Political risks: How do developed and emerging markets compare?
Regime change less of a threat
Could the Olympics boost Brazil in a historic month?
Presidential impeachment verdict expected in August
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