Emerging Markets

Partner Insight: Rotations and reallocations: Rethinking equities

Partner Insight: Rotations and reallocations: Rethinking equities

clock 11 November 2025 • 6 min read
Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Asia

Reduced trade friction with US 'could reinvigorate Asia's equity markets'

Following President Trump's tour

clock 05 November 2025 • 3 min read
Vietnam's EM reclassification is 'the icing on the cake' for investors

Emerging markets

Vietnam's EM reclassification is 'the icing on the cake' for investors

Following GDP growth of 8.3% in Q3

clock 14 October 2025 • 3 min read
Ashmore Group AUM jumps by $1.1bn as investors 'shift allocations away from the US'

Emerging markets

Ashmore Group AUM jumps by $1.1bn as investors 'shift allocations away from the US'

Fixed income lion's share of AUM

clock 14 October 2025 • 2 min read
Deep Dive: Investors turn to turbocharged reshoring theme as tariffs redraw global trade lines

Markets

Deep Dive: Investors turn to turbocharged reshoring theme as tariffs redraw global trade lines

Supply chains evolving

clock 12 September 2025 • 4 min read
Paras Anand: Investors should brace for correction as markets face winter of discontent

Markets

Paras Anand: Investors should brace for correction as markets face winter of discontent

'Time to rebalance portfolios'

clock 10 September 2025 • 4 min read
Partner Insight: Winner Winner, Now EMLI for Dinner

Investment

Partner Insight: Winner Winner, Now EMLI for Dinner

Matt Murphy, CFA, CAIA, Institutional Portfolio Manager on Morgan Stanley Investment Management’s Emerging Markets Debt Team, highlights EMDO’s award-winning strategic role and EMLI’s tactical opportunities in emerging markets debt.

clock 03 September 2025 • 7 min read
Allspring's Matthias Scheiber: Fundamentals front and centre as tariffs fade from spotlight

Multi-asset

Allspring's Matthias Scheiber: Fundamentals front and centre as tariffs fade from spotlight

Opportunities beyond US

clock 27 August 2025 • 4 min read
Investors still see opportunities across China and EM despite another tariff delay

Emerging markets

Investors still see opportunities across China and EM despite another tariff delay

New tariff deadline in November

clock 12 August 2025 • 3 min read
Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

Emerging markets

Artemis' Altaf on a decade in EMs, SmartGARP's evolution and why it is dangerous to avoid China

'There is no perfect model for the world and the equity market'

clock 22 July 2025 • 11 min read
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