Find ideas for investing effectively in emerging and frontier economies
In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...
• The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wa...
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end...
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.
Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulle...
Explore the relationship between emerging markets growth differentials versus developed markets, and US dollar cycles.
Emerging markets podcast: Explore concentration risk, under-owned equities and how quant investing evolves with AI and alternative data.
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