Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia's AI Boom; AV Commercialization
  • 24 Sep 2026

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment tr...

Talking Heads – Is the market underestimating China’s AI potential?
  • 24 Sep 2026

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. From the rise of the Star 50 – an index tracking 50 stocks l...

Manufacturing Manual 2026: Inside India’s Automotive Playbook
  • 24 Sep 2026

India’s automotive sector is scaling new heights, combining sheer manufacturing might with a profound technological shift.

Quantifying the Net Value of AI Infrastructure in Saudi Arabia
  • 24 Sep 2026

The global race to build domestic artificial intelligence (AI) infrastructure has placed AI data center (AIDC) investments at the forefront of this competition. Yet, policymakers commit capital to...

Unlocking capital for clean cooking and emissions reductions
  • 24 Sep 2026

Find out how we helped the World Bank unlock affordable capital for clean energy projects in Ghana.

Spinning away from war?
  • 23 Sep 2026

Markets have not fully regained their earlier optimism bias, but are a little more cheerful. Yesterday, US President Trump signed an agreement essentially reaffirming the status quo with Greenland...

India’s Next Office Growth Cycle
  • 23 Sep 2026

India’s office market is entering a new growth phase, underpinned by sustained corporate expansion, record leasing activity and strong occupier confidence.

Crude in Control: Stocks Stumble as Diplomacy Eyed
  • 23 Sep 2026

Stocks fell and yields rose early as oil climbed before another day of diplomatic efforts. Iran's president spoke today and Trump meets Xi tomorrow. Manufacturing data is due.

China: Capturing value in a major biotech innovation leader
  • 23 Sep 2026

China's biotech industry has evolved from a fast follower to a key source of global drug innovation.