Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Worrying about the cost of war
  • 09 Oct 2026

US President Trump's social media account declared the US would not attack Iran before the midterm elections. Other actors in the war may launch attacks. The post does reveal the concern about the...

Emerging market resilience tested by energy shock and Fed hikes
  • 08 Oct 2026

The US Federal Reserve (Fed) raised interest rates by 25 basis points (bp) to a range of 3.75-4.00% on 16 September [...]

Europe’s HALO effect: Finding resilience after a tough geopolitical summer
  • 08 Oct 2026

Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to

Managing expectations
  • 07 Oct 2026

The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) feed directly into US consumer price calculations....

Senjin Capital perspectives podcast: Will Main on emerging markets value
  • 06 Oct 2026

Antipodes Will Main joins the Senjin Capital podcast to discuss value in emerging markets, Korea's governance reforms and opportunities in Brazil and India.

Latin America gains ground as a diversifier amid AI, energy uncertainty and policy shifts ahead
  • 06 Oct 2026

Latin American equities advanced in Q3, supported by attractive valuations, improving policy dynamics and diversification appeal amid AI-led market leadership, energy uncertainty and geopolitical f...

The Emerging Markets Companies Powering Modern Industry
  • 06 Oct 2026

Companies from Inovance to SK hynix highlight the growing importance of EM-based businesses in global manufacturing and technologies.

Q3 2026 CIO Review and Outlook
  • 06 Oct 2026

Matthews Chief Investment Officer Sean Taylor examines the forces shaping emerging markets, from AI and technology to infrastructure, commodities and financials. He shares his perspective on the op...

Open Letter to Gold Fields Limited re Northern Star
  • 06 Oct 2026

Read a statement from the Emerging & Frontier Markets team to the Board of Directors of Gold Fields Limited.