Find ideas for investing effectively in emerging and frontier economies
The Hang Seng Index is up nearly 30% YTD, fueled by Chinese AI innovation and macroeconomic tailwinds. With rate cuts, strong inflows, IPO leadership and attractive valuations, momentum in Hong Kon...
As traditional global growth engines falter and market multiples remain compressed across many developed economies, a wave of reforms – from financial system liberalisation to robust governance imp...
Emerging markets, once seen as volatile, are now demonstrating strong fundamentals and macro discipline—offering not just diversification, but real opportunity, says Ygal Sebban, Investment Directo...
We discuss the evolution of hedging strategies for managing RMB exposures.
There’re some key lessons for other economies – and business – in the success of...
US CPI shows muted tariff pass-through; goods inflation up to 1.3% YoY. China data missed but stocks rallied. Trump met Putin. IEA sees 2026 oil glut. S&P lifts India to BBB; Moody’s upgrades Pakis...
South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and...
With structural reform momentum and the right fiscal course, Brazil stands on the brink of redefining its economic future. Amy Oldenburg explains.
South Africa’s banks are gearing up for significant issuances – a shift that could reshape listed credit markets and redefine…
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