Emerging markets have underperformed global and developed market indices over the past ten years, in spite of having greater opportunities for earnings growth.
China the largest bond issuer
Countries such as Mexico and Colombia affected
Three key drivers of change
Coronavirus and oil price collapse lead to massive drop
The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.
What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?
Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.
Companies must make good on ESG promises, manager argues
Recent sharp movements are 'rare'
Will it finally match up to China's progress?
Average discount narrowest in 20 years
Finding companies ahead of the growth trend
Why the time has come for smaller countries to shine
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Population explosion still key driver of global markets
'Radical' cuts could pay off domestically
Early year pessimism 'not come to fruition'
How the emerging market giant is plotting its next growth path
Do same risks remain in place?
Ethics at heart of decision-making process
As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.
Will assume full management of Gateway to India fund
The case for emerging market (EM) small caps on a long-term basis is compelling.