Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Debts, deficits and disruptors: Revisiting the opportunity in government bonds
  • 1 day ago

Government bonds can offer diverse opportunities and we believe there may be currently attractive entry points in developed and emerging markets.

Emerging Markets Outlook Q1 2026
  • 1 day ago

EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.

Which risk runs deeper: owning or avoiding emerging markets?
  • 2 days ago

Emerging markets (EMs) account for more than 80% of the world’s population and more than half of its gross domestic product (GDP) but less than a tenth of...

Emerging Markets Insights: China's evolving consumer landscape
  • 2 days ago

China’s Spring Festival, Korean semiconductors and emerging market earnings are the three things Templeton Global Investments analyses in this month’s Emerging Markets Insights.

Citi Mexico Expectations Survey (Feb 4, 2026)
  • 2 days ago

Citi, the leading global bank, serves more than 200 million customer accounts and does business in more than 160 countries and jurisdictions. Learn more today.

China Equities: Tracking the Turn from Rally to Resilience
  • 3 days ago

After a strong year for China stocks, could improving fundamentals and accelerating earnings growth deliver more for investors? In a year that surprised skeptics, China equities delivered strong pe...

A Closer Look: How Insurance CIOs See the World
  • 3 days ago

Despite an aging credit cycle, private credit still plays a starring role. Inflation. Demand for alternative assets. The promises and risks of artificial intelligence. Insurance investors with roug...

China’s 2026 Outlook: Can the Fire Horse Add Some Spark?
  • 3 days ago

Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...

Non-US and emerging equity markets took the leadership baton in 2025
  • 4 days ago

Non-US and emerging markets led global equity returns in 2025 as dollar weakness, valuation catch-up, and shifting leadership reshaped performance.