Find ideas for investing effectively in emerging and frontier economies
Bessent flags more long-end UST intervention; Iran's tone turns pragmatic. Ratings skew positive: Pakistan to B3, Kazakhstan to BBB, Poland A- negative. Egypt holds at 19%; South Africa CPI eases t...
How sustainability and transition trends are reshaping EM companies.
Weak US CPI, PPI and sales cut Fed hike bets; UST curve steepened; China data soft; Korea deregulated, Vietnam kept BB+; Nigeria's oil and a Saudi-Türkiye-Pakistan pact dominated.
With the region facing a heavy cost of reconstruction, GCC project bonds may become one of the faster-growing corners of EM fixed income and potentially could serve as a contributor to alpha genera...
Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For exampl...
We explore how new measures from India’s central bank are reshaping IG issuance
Emerging markets have quietly done something impressive: they’ve compounded through a year of genuine stress.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
Learn why emerging market economies may be better positioned than many investors think, and how two powerful investment cycles are[...]
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