Find ideas for investing effectively in emerging and frontier economies
After a strong year for China stocks, could improving fundamentals and accelerating earnings growth deliver more for investors? In a year that surprised skeptics, China equities delivered strong pe...
Despite an aging credit cycle, private credit still plays a starring role. Inflation. Demand for alternative assets. The promises and risks of artificial intelligence. Insurance investors with roug...
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
Non-US and emerging markets led global equity returns in 2025 as dollar weakness, valuation catch-up, and shifting leadership reshaped performance.
As we head into 2026, emerging market (EM) bonds offer a solid opportunity, backed by improved fundamentals, positive technicals, and attractive all-in yields thanks to high baseline Treasury levels.
Warsh’s Fed nomination hit gold and BTC. While China pushes the RMB, India and LatAm adjust rates and taxes. Korea’s tech exports surge as African credit outlooks improve amid global shifts.
Following nearly two decades of negotiations the EU and India concluded their discussions on a FTA on 27 January 2026.
With multiple stock indexes near record levels, the potential for broadening momentum suggests it may be time to think about diversifying into asset classes that have started to rally more recently.
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