Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

FTSE China A50: Technology moves into the large-cap mainstream
  • 12 Oct 2026

Technology now represents 17.2% of the FTSE China A50, reflecting the growing influence of China's large-cap tech and semiconductor leaders.

Week of October 12, 2026
  • 12 Oct 2026

Explore this week’s Macro Charts covering China’s GDP, trade and industrial production, U.S. retail sales and labor market data, German inflation, and Australian business confidence and tourism. Tr...

Emerging markets growth lags developed economies in September
  • 12 Oct 2026

Output growth in emerging markets was outpaced by the rapid expansion seen in developed economies during September, with the rate of increase

The Fast and the Furious
  • 12 Oct 2026

A lot happened around the oil market: US president Trump announced a deal with Russian President Putin to buy Russian diesel; the Houthis attacked Riyadh airport in Saudi Arabia; Trump announced an...

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...

India’s transformation: manufacturing, consumption and markets redefine investment opportunities
  • 09 Oct 2026

Track India’s transformation as manufacturing incentives, rising consumer demand and wider market access reinforce the country’s role for investors seeking long-term returns and portfolio diversifi...

VantagePoint: The Iran War Fuels the Case for Portfolio Resilience
  • 09 Oct 2026

Geopolitical shocks often fade quickly in markets. The Iran War is testing that pattern. Alternative shipping routes, inventory drawdowns, additional supply outside the Middle East, and an earlier...

Asset Management Market Flash: The world gets a breather for a few weeks
  • 09 Oct 2026

Trump refrains from attacking Iran ahead of the elections, but the conflict continues to provide lasting support for energy prices. Inflation remains elevated, while the Fed and the ECB are gradual...

Emerging market debt: five distinct sources of opportunity
  • 09 Oct 2026

Emerging market debt is not a single investment; it includes government and corporate bonds issued in major currencies,