Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Week of October 5, 2026
  • 05 Oct 2026

Explore this week’s Macro Charts covering US services PMI, euro area retail sales, India’s policy rate, global inflation, production and consumer trends.

Emerging markets and the new geoeconomics
  • 02 Oct 2026

Emerging markets thrive amid US-China rivalry as Brazil, India, Vietnam and Mexico attract trade, investment and manufacturing flows.

Fixed-mobile convergence drives M&A in Eastern Europe
  • 02 Oct 2026

Telecom consolidation is reshaping Central and Eastern Europe as operators combine mobile, broadband, pay TV and fiber assets to build larger, converged platforms.

Oil shock: six months on, EM debt remains strong
  • 02 Oct 2026

Emerging market bonds have remained generally resilient despite a sustained oil shock, elevated geopolitical uncertainty, and tighter global financial conditions. Stronger policy frameworks, improv...

This Week in Review | Q3 Recap, US Jobs, US-China Trade
  • 02 Oct 2026

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have...

El Niño de Navidad: Impacts Across Emerging Markets
  • 02 Oct 2026

In this quarterly deep dive publication, the Franklin Templeton Fixed Income team suggests a severe El Niño could drive higher inflation and weaker growth across many emerging markets, reinforcing...

Retooling China’s Economy
  • 02 Oct 2026

Can industrial policy continue China's ascent?

EM local markets – the next safe haven?
  • 02 Oct 2026

The potential of a lower US dollar and the latest ‘China Shock 2.0’ are providing interesting opportunities for EM local currency fixed income.

Greek Myths and Icelandic Sagas: Reclassifications in the Global Market Library
  • 02 Oct 2026

On Sept. 21, 2026, two markets crossed important thresholds in the S&P Dow Jones Indices (S&P DJI) global equity benchmark. Greece finished an odyssey back to developed market status after a 12-yea...