Find ideas for investing effectively in emerging and frontier economies
Weekly CIO views: Resilient equities defy doom and gloom scenarios.
Hormuz tensions drag on as Iran-US talks may resume. IMF meetings were broadly EM-positive on a weaker USD and firmer commodities, but Argentina, Brazil, Colombia and Türkiye all saw fresh policy o...
South Korea is back on investors’ radar—but is this rally built to last? Dina Ting of Franklin Templeton ETFs unpacks what’s driving the surge—and whether the long-awaited re-rating can endure.
A new Citi Research report suggests that a tipping point is near for AI adoption in China. Our Innovation Lab survey finds AI adoption is widespread but shallow — but once the tipping point is reac...
• In the US, this week’s data tended to reinforce the idea of knock-on inflation, both from Donald Trump’s tariffs and from services, even though the US Treasury said that tariffs deemed illegal...
Geopolitical tensions and surging energy prices weighed on Q1 EMD returns as heightened volatility amid Middle East strikes drove a reversal of earlier gains.
Locally listed gold miner Pan African Resources has...
The S&P MERVAL Index is Argentina’s flagship equity index and the main reference used by market participants to measure the performance of that market. However, in a high-inflation environment, Arg...
Despite heightened geopolitical volatility, emerging markets remain undervalued and under-owned, with long term structural tailwinds creating compelling opportunities for active investors.
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