Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

CIO Briefing - War in Iran: Increasing bearish sentiment in week 2
  • 17 Mar 2026

Week 2 of Operation Epic Fury has shifted the question from “how will markets react?” to “how long will the physical disruption last?” The Strait of Hormuz is effectively closed: vessel exits have...

Gemcast Episode 10: Advancing African Infrastructure
  • 17 Mar 2026

In episode 10 of Gemcast, Pranav Khamar, Portfolio Manager at Gemcorp Capital, examines what sets African infrastructure apart, drawing on over a decade of experience tailoring capital to the conte...

Mexico: Constitutional amendment reducing the statutory workweek enacted
  • 17 Mar 2026

Mexico’s phased transition to a 40-hour workweek by 2030 could bring new compliance requirements for employers, especially in retail, manufacturing, tourism, logistics and business processing.

China’s risk-reward is shifting
  • 17 Mar 2026

China’s underappreciated equity market and energy resilience amid current geopolitical tensions warrants consideration, according to Franklin Templeton ETFs’ Dina Ting. In this article, she discuss...

United Kingdom: Social security agreement with India
  • 16 Mar 2026

India and U.K. sign social security agreement allowing workers on temporary assignment between the two countries to contribute only to their home country’s system to avoid double contributions.

China: In pole position to be the globe’s first electrostate
  • 16 Mar 2026

Explore 2025 energy trends: China’s solar surge, EV growth, heat pumps, and investments shaping the clean energy revolution.

Strait of Hormuz disruption enters third week
  • 16 Mar 2026

Oil shock eased as Brent fell back below USD 100, but Hormuz disruption still hit supply and reserves. Brazil retail surprised positively, while Egypt saw record outflows and political strains deep...

Asia ex-Japan outlook 2026: A tale of two markets
  • 13 Mar 2026

China and South Korea, two of Asia’s most dynamic markets, have fared very differently in 2026.

Emerging Market Debt Commentary: February 2026
  • 13 Mar 2026

EM debt gained in February as high yields and Treasuries helped returns, but late‑month geopolitical shocks saw spreads widen and the outlook turn uncertain.