Find ideas for investing effectively in emerging and frontier economies
A new Citi Research report suggests that a tipping point is near for AI adoption in China. Our Innovation Lab survey finds AI adoption is widespread but shallow — but once the tipping point is reac...
• In the US, this week’s data tended to reinforce the idea of knock-on inflation, both from Donald Trump’s tariffs and from services, even though the US Treasury said that tariffs deemed illegal...
Geopolitical tensions and surging energy prices weighed on Q1 EMD returns as heightened volatility amid Middle East strikes drove a reversal of earlier gains.
Locally listed gold miner Pan African Resources has...
The S&P MERVAL Index is Argentina’s flagship equity index and the main reference used by market participants to measure the performance of that market. However, in a high-inflation environment, Arg...
Despite heightened geopolitical volatility, emerging markets remain undervalued and under-owned, with long term structural tailwinds creating compelling opportunities for active investors.
Reflections on the implications of the Hungarian election from Franklin Templeton Institute’s Kim Catechis.
Jordan Rizzuto, Managing Partner and CIO, GammaRoad Capital Partners
Denmark and South Korea stand out for their strong cancer strategies while England seeks to get back on track.
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