Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Indonesia's Emerging Market Status at Risk
  • 22 Oct 2026

Indonesia's Emerging Market Status at Risk

Tech Falters, Yields Slump on Oil, Meta's Spending
  • 22 Oct 2026

Oil spiked and stocks and yields sagged after a report that the U.S. and Israel might resume attacks on Iran next month. Meta's heavy spending outlook and chip worries also hurt.

Kepler Trust Intelligence podcast: Why China’s investment story may be changing
  • 22 Oct 2026

In this Kepler Trust Intelligence podcast, Dale Nicholls, manager of Fidelity China Special Situations, explores China’s evolving investment landscape.

Chart of the Month: October 2026
  • 22 Oct 2026

Emerging market debt enters the final quarter of 2026 with a supportive backdrop. Growth remains resilient, inflation is stabilising and markets increasingly reflect stronger EM fundamentals.

2026 Taiwan Market Outlook
  • 22 Oct 2026

Taiwan is the standout equity market of 2026, and we believe the best is not yet behind it. The Taiwan Stock Exchange Capitalization Weighted Stock Index (TAIEX) closed at a record 49,823 on 6 Octo...

Strat Chat: Resilient growth masks emerging market pressures
  • 21 Oct 2026

Global growth has remained resilient despite higher government bond yields, but signs of strain are beginning to emerge in some economies and interest rate sensitive sectors.

Too Much Made in China
  • 21 Oct 2026

China's surging trade surplus is ringing alarm bells.

Beyond Stock Selection: A Systematic Approach to EM Country Timing
  • 21 Oct 2026

Emerging markets (EM) systematic managers now have the potential to reinforce stock selection with a complementary country timing component

Nordea in Estonia awarded the highest level of the Mind Matters Badge
  • 21 Oct 2026

The Flourishing recognition highlights Nordea in Estonia's commitment to mental wellbeing and creating a workplace where people can perform, develop and thrive.