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Investors can learn far more in the early-morning light of an emerging market city than they ever will from a London desk.
The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That sa...
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential? Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about...
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
China lowers its growth target in 2026, placing a greater emphasis on quality growth. We expect the impact of oil shocks on China’s GDP, inflation and supply chain to remain contained, and see poli...
Middle East tensions remain unresolved as EM performance diverges. Korea’s exports and India’s fuel-tax cuts support Asia, while policy and political risks persist in Indonesia, Colombia, Türkiye a...
Emerging View examines the Strait of Hormuz tail-risk, rising energy prices and supply strains, comparing today’s backdrop with past oil shocks and assessing what the Iran-US conflict could mean fo...
With a new Five-Year Plan, China embarks on a post-globalization effort to develop greater self-reliance and diversify its sources of key energy imports, creating implications for investors.
Elaine Tse is a senior portfolio manager on Allspring’s Total Emerging Markets Equity team. She brings deep understanding and lived experience to building and managing resilient emerging market (EM...
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