Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Why market structure rewards active management in local currency EMD
  • 18 Sep 2026

The dispersion between economies, the distance between benchmark eligibility and true opportunity, the multiple independent drivers of return, and the inefficiencies thrown up by the market's own m...

Emerging markets, AI, and index concentration: Navigating a different opportunity set
  • 18 Sep 2026

How artificial intelligence, technology leadership, and record index concentration are reshaping emerging market equities—and the implications for portfolio construction.

What happens if Iran is setting global rates?
  • 18 Sep 2026

Central banks are increasingly citing oil prices as a reason to consider tightening policy, departing from the traditional practice of looking past one-off oil price shocks.

African aviation: Opportunities grow, challenges remain
  • 18 Sep 2026

Insurance expertise can strengthen African aviation by helping manage risks and capture opportunities.

Different Drivers for Different Central Banks
  • 18 Sep 2026

Iran war drives non-US central bank decisions.

Powering India's AI Ambition
  • 18 Sep 2026

How India can emerge as a global data-centre hub, catalysing an economic flywheel while scaling AI responsibly and meeting enterprise needs.

Macro brief: AI in Europe Part 2 – Comparing capex and strategy
  • 17 Sep 2026

Europe’s current AI strategy focus is not to compete with the US and China on capex levels, but to accelerate adoption.

Bond Bulletin: EM local heroes
  • 17 Sep 2026

In this week's Bond Bulletin we explore why stronger emerging market (EM) sovereign fundamentals, generous real yields and a more stable investor base make the case for the asset class harder to ig...

Taiwan: Additional retirement benefit options for Labor Standards Act participants
  • 17 Sep 2026

Employees in Taiwan covered by the old pension system can now make voluntary contributions to Labor Pension Act system retirement accounts.