Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

China's Renminbi Internationalisation: The Next Phase of Current Account Reforms
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China’s fifteenth five-year plan (2026–2030), to be unveiled by the National People’s Congress in March, is expected to reshape how the People’s Bank of China manages the renminbi (RMB) exchange rate.

What are the big themes as the industry looks to 2026?
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Chemical Week editor-in-chief Ian Young, senior editor Vincent Valk and S&P Global Energy chemicals price reporter Luke Warren join podcast host Jameson Croteau to discuss the 2026 outlook. Major t...

China's persistent deflation constrains market broadening
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In Credit Weekly Snapshot – Hi ho silver lining …
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The price of the precious metal is rapidly rising due to its use in solar panels and, more importantly, defence products, with China having control over much of the market. Elsewhere, Fed independe...

China re-emerges as a strategic priority for sovereign investors
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In a fragmented emerging market landscape, China is making a competitive comeback, with new interests in allocations despite geopolitical tensions.

CHINA HOUSING MARKET DOWNTURN AND ITS IMPACT
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The slowdown in China’s real estate market has been a key factor putting pressure on the country’s GDP growth. In this article, Jian Shi Cortesi, Investment Director of Asia/China Equity at GAM Inv...

Fragility beneath the shine will provide opportunities in 2026
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AI hype masks fragile markets in 2026. Learn where corrections could hit—and where selective investors may find value in dips, China, and bonds.

Investment themes for emerging market debt Q1 2026
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Emerging markets debt investment views - January 2026
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