politics

Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.

There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.

Dividends well supported

Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.

Tightly fought battle

Geopolitical risks

I am one of just a number of people who have ever been to North Korea, but does that make me an expert about how the current tensions will play out?

Political and market volatility in weeks ahead

Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.

Investors are overlooking the long-term prospects