Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging markets debt investment views – October 2025
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Peak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand
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Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...

Weekly Comments on Credit: November 14, 2025
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The relief rally in markets following the end to the longest U.S. government shutdown was short-lived, as investor caution returned to uncertainty about the trajectory of U.S. interest rates in the...

A dual lens on India’s growth story: Insights from equity and fixed income markets
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Explore India’s growth story through equity and fixed income lenses - uncovering how consumption, reforms like GST and sovereign upgrades are shaping a compelling investment case.

India, Pakistan jostle over exclusive rights for basmati rice
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The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world...

Passive Pain, Active Gain Write-Up
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At a recent roundtable for UK intermediaries and institutional investors, Fiera Capital’s OAKS investment team made the case for emerging markets in 2025. Senior Portfolio Managers Ian Simmons and...

Korea’s Value-Up 2.0: Only Half the Story
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By reviving the Value-Up initiative, South Korea’s new government has restored confidence after a turbulent 2024. While it’s tempting to credit the reform initiative for the current market rally, t...

Made in China – AI too?
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The Chinese tech sector may offer a more attractive way to play the AI theme

India’s Data Centre Market in a New Era
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