Global Emerging Markets
Can emerging market outperformance continue?
After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.
Martin Gilbert: Separating rhetoric from reality in emerging markets
A number of causes for alarm
Why there are still opportunities in 'underinvested' emerging markets
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Eastspring's Cormie: Normalising rates and global growth positive for GEM equities
Overheated global economic recovery a risk
Barings' Adrogué on debt opportunities in Brazil
Brazil on a 'recovery path'
Edward Lam: The biggest problem in emerging markets right now is finding something to sell
Edward Lam, lead manager of the Somerset Emerging Markets Dividend Growth fund, takes a closer look at whether EMs can keep up their impressive run.
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Gallery: Six reasons the emerging markets rally will continue in 2018
Emerging and frontier market equities saw strong performance in 2017
Why treating Asia as an emerging market is 'double jeopardy'
Structural growth in region
What credit rating changes tell us about emerging markets
There were several credit rating changes in February that were significant for emerging markets (EM).
Emerging debt and reform - a closer look at Argentina and Brazil
Both countries seeing improving sentiment
Why emerging markets income should be handled with care
'Do not rush in with eyes wide shut'
Is South Africa the next Brazil?
New investment opportunities
Winterflood issues warning over Franklin Templeton EM business following TEMIT management changes
Follows Hardenberg departure
Where now after a 'Nifty Fifty' moment for emerging markets?
Boosted by Chinese tech stocks
Why EM equities are becoming a domestic play
Focus on internet and consumption
Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Tech heavyweights: Where now for the BATs?
Dominance by Chinese tech firms
How tech and e-commerce is driving growth in China
Growing sophistication in technology
Will investors be rewarded in Brazil?
Politics remains swing factor
Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'
China debt level's and Trump's agenda cited as key risks
Nordea's Nøddekær: US dollar impact on EMs will be short-lived
Technology adoption a key theme
Troy's Yeowart: Why my emerging market optimism is 'tempered'
Rising debt levels
Ashburton's Finch: The positives will far outweigh the negatives for India's GST
Significant tax reform
