Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Why Thailand's Industrial Real Estate Can't Keep Up with Its Own Ambitions
  • 11 Sep 2026

Barely a week goes by without a government announcement positioning Thailand as the next hub for data centers, semiconductor manufacturing or AI supply chain infrastructure. The ambition is consist...

FTSE China Equity Indices Chartbooks
  • 10 Sep 2026

The FTSE China Equity Indices Chartbooks provide a data-driven view of China equity markets, covering performance, valuations, sector trends and constituent insights.

Libertarians at the Gate: the remarkable and disturbing last 72 hours in AI
  • 10 Sep 2026

A brief note on the extraordinary events of the last 72 hours: Anthropic power agreements, OpenAI Millennium and ARC prizes on remarkable jumps in model capabilities, disclosures by OpenAI and Anth...

Regulatory outlook in securities services 2026
  • 10 Sep 2026

Now an established annual series, this latest white paper provides a concise overview of the regulatory and market developments reshaping the global post-trade landscape, with deep dives on Europe,...

Mainland China’s Expanded Capital Market: A Guide for International Investors
  • 10 Sep 2026

Cross-border investment in mainland China's commercial real estate has fallen sharply since 2022, leaving domestic buyers, principally insurance companies, to account for the majority of transactio...

In Credit Weekly Snapshot – China in your hand
  • 08 Sep 2026

China's bond market appears remarkably strong, but the real story lies under the surface.

Stronger payrolls mean August CPI may swing upcoming US rate decision
  • 07 Sep 2026

Oil is close to USD 100 a barrel after strikes on tankers, OpenAI's GPT-6 Astra has prompted the first 'AGI' claims, and Korean exports rose 68.7%. Fitch affirms Qatar at 'AA', and the IMF and Sene...

The 3 'good' and 3 'bad' emerging market stories
  • 07 Sep 2026

Three good and bad emerging market stories from the EMD hard currency universe.

Asia Credit: An underappreciated opportunity
  • 07 Sep 2026

Asia credit combines the growth potential of emerging markets with the quality characteristics of developed markets. Supported by resilient fundamentals, favourable technicals and powerful structur...