Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

EM monthly - The politics of credit
  • 12 Jun 2026

Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political d...

FTSE China Equity Indices Chartbooks
  • 11 Jun 2026

The FTSE China Equity Indices Chartbooks provide a data-driven view of China equity markets, covering performance, valuations, sector trends and constituent insights.

Harvard loses first place in Nature Index
  • 10 Jun 2026

For the first time in a decade, the US university has lost its top position in the academic rankings, usurped by a Chinese institution.

Nature Index 2026 Research Leaders rankings: are China’s East Asian neighbours keeping pace with it?
  • 10 Jun 2026

Japan and South Korea are challenging Western peers in a shifting research landscape.

Fixed Income Forward: June 2026
  • 10 Jun 2026

Events in China support our view that higher inflation will lead to higher bond yields. In this environment, globalising exposure, actively managing duration, and focusing on higher quality credits...

Liquidity in Latin American Equity Markets: A Tale of Two Trends
  • 09 Jun 2026

During recent years, Latin American flagship indices have exhibited strong performance, surpassing the gains of the broader emerging markets segment: in local currency terms, the S&P Latin America...

Inside the Cayman-UAE fund corridor
  • 09 Jun 2026

Explore how managers use Cayman, ADGM, and DIFC structures for fund launches, tokenisation, and cross-border capital raising

India government bonds get a glow-up
  • 08 Jun 2026

India has removed withholding and capital gains taxes on government bonds for foreign investors, improving access, potential returns and support for the rupee.

EMD Monthly Market Musings - Domestic politics as an alpha driver in EM debt
  • 08 Jun 2026

It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine...