Global Emerging Markets

Emerging markets

Nordea's Nøddekær: US dollar impact on EMs will be short-lived

Technology adoption a key theme

clock 01 November 2017 • 2 min read

Emerging markets

Troy's Yeowart: Why my emerging market optimism is 'tempered'

Rising debt levels

clock 24 October 2017 • 2 min read

Emerging markets

Ashburton's Finch: The positives will far outweigh the negatives for India's GST

Significant tax reform

clock 27 September 2017 • 2 min read

Emerging markets

Hermes' Greenberg: There is nothing earth-shattering happening in EMs - US is the wild card

Everything else is 'relatively predictable'

clock 26 September 2017 • 2 min read

Emerging markets

The opportunities arising from EM volatility

Number of factors to watch for

clock 20 September 2017 • 2 min read

Emerging markets

Jupiter's Teverson: Our fears over China's debt burden

More risky than political problems

clock 18 September 2017 • 2 min read

Emerging markets

Postcard from Brazil: Headwinds will persist

Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.

clock 02 August 2017 • 4 min read

Emerging markets

Indonesia, Mexico and Peru: three long-term trades for EMD portfolios

Which currencies should EMD investors hold in their portfolios?

clock 31 July 2017 • 4 min read

Asia

A tale of two CIOs: Ashburton's Schiessl and Mirae's Chadha on the challenges of investing in India

Both agree urbanisation to provide significant boost

clock 29 June 2017 • 2 min read

Emerging markets

The 'compelling opportunities' being discounted in EMs

Investors waiting on sidelines

clock 27 June 2017 • 2 min read
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