Find ideas for investing effectively in emerging and frontier economies
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Employers should ensure their policies reflect Shanghai’s recent mandate requiring paid leave for employees to use when a parent age 60 or over is hospitalized, which took effect November 1, 2025.
October net performance was a positive +0.59%. The month was more active after the summer doldrums, kicked off by a spat between the US and China over access to rare earth metals and Trumps’ immedi...
The fund rose 4.4% in October. South Korea remains the standout performer, and together with good returns from Taiwan made Technology the strongest performing sector.
During October the strategy lagged the MSCI Emerging Markets index by 0.8%, even as markets continued rallying. This was primarily due stock selection in Taiwan, where TSMC continued setting the pa...
After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas expert Laurent Rus...
Hard currency sovereign emerging market (EM) debt has delivered strong returns this year. This week’s Bond Bulletin examines the main factors behind the performance and whether they will persist in...
The era of unchecked clean tech expansion in China is over. Lithium mines close, battery makers struggle and EV brands face forced discipline. For investors, who wins in a controlled market?
Listen to the podcast with Josh Crabb and Karnail Sangha on Emerging Markets
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