'Perfect storm of threats'
Subject to regulatory approval
'Prepare to go off the beaten track'
How disruptive technologies are booming in Asia and Africa
Assessing the impact of a possible AMLO win
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Many countries did not reflate alongside China
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.