Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Counter intuitive
  • 17 hours ago

How Poland’s Dino Polska built a small town supermarket giant.

Vietnam v the middle income trap
  • 17 hours ago

Big reforms mean domestic growth could match the country’s export success.

Fixed-Income Outlook: From Oil Shock to Oil Spillover?
  • 17 hours ago

Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...

The “end” of emerging markets narrative—questioned (and answered)
  • 17 hours ago

A dispersion-first framework for institutional investors in an Iran-linked energy shock.

Thinking against the current: The best instrument in the toolbox
  • 31 Mar 2026

Investors can learn far more in the early-morning light of an emerging market city than they ever will from a London desk.

Is it the right time to invest in India?
  • 31 Mar 2026

The GAM Emerging Markets Equity team’s Ygal Sebban and Meera Patel share their views on India, pointing to elevated valuations and limited direct exposure to the global AI investment cycle. That sa...

Emerging-Market Equities: A Brief History of Volatility and Recovery
  • 30 Mar 2026

Could heightened uncertainty driven by the Middle East conflict lead to strong return potential? Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about...

What five weeks of conflict mean for emerging market debt
  • 30 Mar 2026

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.

China: Lower Growth Target, Contained Oil Impact and Focus on Tech
  • 30 Mar 2026

China lowers its growth target in 2026, placing a greater emphasis on quality growth. We expect the impact of oil shocks on China’s GDP, inflation and supply chain to remain contained, and see poli...