Find ideas for investing effectively in emerging and frontier economies
The size and duration of the oil-price shock are key variables in determining the ultimate impact. The war in Iran is the latest in a long series of shocks with the potential to disrupt economies...
S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set, key diversification and sector composition differences between notable U.S. equity and Korean benchmar...
Poland’s draft bill would bring significant new requirements for employers to disclose gender pay information to workers on request and submit annual pay gap reports, among other changes.
Dollar comeback shakes markets: Why rising greenback risks emerging markets & commodities—insights from strategist Peter van der Welle.
Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...
China’s equity performance continues to diverge from emerging markets as policy uncertainty and structural challenges weigh on returns.
Oil rose above $100 as Middle East tensions escalated. US payrolls missed badly, China stayed productivity-focused, Indonesia’s outlook was cut, Argentina passed labour reforms, and Poland trimmed...
A nuanced view of the emerging markets corporate opportunity set
After delivering another year of solid performance in 2025, emerging markets (EM) corporate credit appears poised for another solid year in 2026.
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