Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Emerging markets and the new geoeconomics
  • 02 Oct 2026

Emerging markets thrive amid US-China rivalry as Brazil, India, Vietnam and Mexico attract trade, investment and manufacturing flows.

Fixed-mobile convergence drives M&A in Eastern Europe
  • 02 Oct 2026

Telecom consolidation is reshaping Central and Eastern Europe as operators combine mobile, broadband, pay TV and fiber assets to build larger, converged platforms.

Oil shock: six months on, EM debt remains strong
  • 02 Oct 2026

Emerging market bonds have remained generally resilient despite a sustained oil shock, elevated geopolitical uncertainty, and tighter global financial conditions. Stronger policy frameworks, improv...

Emerging Asia (ex China) government bonds monthly
  • 01 Oct 2026

Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.

Chinese innovation: what we saw on the ground
  • 01 Oct 2026

A recent trip to China reveals the pace of change across AI, robotics and EVs.

EM Debt: The Case for a Blended Approach
  • 01 Oct 2026

The EM debt universe is larger, more diverse and higher quality than many investors perceive, offering compelling opportunities today. Given the uncertainties ahead, investors may benefit from taki...

Beyond Beta: Emerging Markets Extend Their 2026 Comeback—How to Invest
  • 01 Oct 2026

Dina Ting suggests emerging markets remain resilient and ahead of US equities, but performance varies widely beneath the surface. A multi-factor approach can help investors identify opportunities w...

Emerging Markets: Why Waiting for Certainty Could Be Costly
  • 01 Oct 2026

ClearBridge Investments: Emerging markets have significantly evolved in recent years and offer a more compelling risk/reward setup than in the past. From deeper local markets to world-leading compa...

China's Next Industrial Era
  • 01 Oct 2026

China is entering a new era of manufacturing leadership, combining AI, automation and industrial innovation. Morgan Stanley Research explores how this shift could unlock up to $12 trillion in inves...