Find ideas for investing effectively in emerging and frontier economies
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.
• After reaching a compromise agreement with the EU on Greenland, Washington is now threatening to increase tariffs for Canada by 100% as punishment for seeking closer ties with China. • The...
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they be...
Emerging market debt thrived in 2025 and the outlook remains attractive for 2026, driven by strong fundamentals, central bank rate cuts, and policy credibility.
Global growth looks steady for 2026 as robust US activity offsets a slowing in Chinese expansion. Rate cuts remain on the agenda as inflation stays contained.
Vietnam’s economic transformation: How has Vietnam achieved the highest growth among major ASEAN economies and equity outperformance?
Tighter European sanctions targeting refined products made from Russian crude are accelerating shifts in global middle distillate trade flows, with Asia increasingly at the center of the impact. By...
Discover why emerging markets could be poised for another strong year as developed market capital intensity increases, reshaping global economies.
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