Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

MVGMMA Index Decreases Equity Exposure in Early September
  • 1 day ago

Jordan Rizzuto

From Screen to Store: Seizing the Omnichannel Opportunity in India's D2C Retail
  • 2 days ago

Kenya: Income tax exemption for certain gratuity and pension payments
  • 2 days ago

As employer-paid gratuity earned after July 1, 2025, in Kenya will be exempt from income tax, employers should consider the potential effect on any gratuity or retirement benefit programs.

Chinese money update: still supportive
  • 2 days ago

The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.

China Real Estate Credit: Leaner, Improved Quality and Higher Yields
  • 2 days ago

After a period of difficulty, the Chinese property sector may be ready for its close-up.

Trade of 2025? EM > AI
  • 3 days ago

EM stocks +4% (Asia-led); EM returns now double the S&P YTD. US data backs EM outperformance & weaker USD. US to urge G7 100% tariffs on China/India over Russian oil. Korea KRW 284tn relief; Mexico...

India: Steadfast amid rising geopolitical challenges
  • 6 days ago

Trade tensions with the United States, marked by 50% tariffs on Indian exports, have dampened sentiment. However, despite trade-related uncertainties, the growth outlook has been revised upwards, r...

India fixed income primer
  • 6 days ago

This primer explores the key supporting factors for Indian bonds, focusing on valuations, macroeconomic dynamics, and currency considerations.

Emerging markets fixed income
  • 7 days ago

Emerging Markets Debt: Past, Present and Future