Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

CIO Briefing - War in Iran: Increasing bearish sentiment in week 2
  • 10 hours ago

Week 2 of Operation Epic Fury has shifted the question from “how will markets react?” to “how long will the physical disruption last?” The Strait of Hormuz is effectively closed: vessel exits have...

United Kingdom: Social security agreement with India
  • 16 Mar 2026

India and U.K. sign social security agreement allowing workers on temporary assignment between the two countries to contribute only to their home country’s system to avoid double contributions.

China: In pole position to be the globe’s first electrostate
  • 16 Mar 2026

Explore 2025 energy trends: China’s solar surge, EV growth, heat pumps, and investments shaping the clean energy revolution.

Strait of Hormuz disruption enters third week
  • 16 Mar 2026

Oil shock eased as Brent fell back below USD 100, but Hormuz disruption still hit supply and reserves. Brazil retail surprised positively, while Egypt saw record outflows and political strains deep...

Asia ex-Japan outlook 2026: A tale of two markets
  • 13 Mar 2026

China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026.

Emerging Market Debt Commentary: February 2026
  • 13 Mar 2026

EM debt gained in February as high yields and Treasuries helped returns, but late‑month geopolitical shocks saw spreads widen and the outlook turn uncertain.

South Korea: Severance Pay Scheme to be replaced by ERBSA mandatory funded retirement plans
  • 13 Mar 2026

South Korea is abolishing traditional severance pay in favor of a mandate for all companies to provide a funded ERBSA plan, a change that would be phased in over time.

China's Exposure To The Persian Gulf
  • 13 Mar 2026

Deeper partnerships create deeper fault lines. Vaibhav Tandon explains.

What Middle East Conflict Could Mean for the Global Economy
  • 11 Mar 2026

The size and duration of the oil-price shock are key variables in determining the ultimate impact.  The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...