Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

Alliance 1.png
Equity Outlook: Middle East War, Energy Shock Test Fragile Markets
  • 09 Apr 2026

Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...

thumb_1396_admin.jpg
By AllianceBernstein In Portfolio Construction, Macro, Emerging Markets, Equities, Private Markets, Wealth Practice, Indexing / Passive, Fixed Income, Commodities, Thematic / Megatrends, Industry, Sustainability
Read More 
emergingmarketsv1.0.png
Hidden GEMs: Sri Lanka
  • 09 Apr 2026

Shubhangi Rajvanshi, Data Manager

By MarketVector In Emerging Markets, Sustainability
Read More 
EmergingMarket1.png
Alison Shimada: 2026 Q1 Recap and Q2 Outlook
  • 09 Apr 2026

Alison Shimada highlights emerging markets' resilience, global importance, and investment opportunities amid geopolitical challenges.

By Allspring Global Investments In Equities, Emerging Markets, Portfolio Construction
Watch Here 
article5.png
Behind South Korea’s spectacular surge
  • 08 Apr 2026

Is there still value in our South Korean holdings?

By Federated Hermes In Emerging Markets, Equities
Read More 
EmergingMarket1.png
Emerging markets at a capital allocation inflection point?
  • 08 Apr 2026

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate inde...

franklin_templeton_logo.jpeg
By Franklin Templeton In Emerging Markets, Portfolio Construction, Sustainability
Read More 
emergingmarketsv1.0.png
South Africa’s reform test: Fleeting gains or fundamental change?
  • 08 Apr 2026

Last year’s strong market returns renewed optimism...

By Allan Gray In Emerging Markets
Read More 
EmergingMarket2.png
EM to the core, Episode 1 – Six tailwinds for emerging markets
  • 07 Apr 2026

Discover 6 powerful tailwinds for emerging markets—plus a 30% valuation discount. Listen to Episode 1 with Wim Hein Pals.

Robeco-logo_1024x1024px.jpg
By Robeco In Emerging Markets
Read More 
emergingmarketsv1.0.png
From interest to execution: why Asian real estate managers are turning to the Middle East
  • 07 Apr 2026

Real estate demand across the UAE shows resilience across residential, and commercial sectors which creates opportunities for Asian real estate managers.

By Apex In Emerging Markets, Private Markets, Equities
Read More 
article4.png
Citi Mexico Expectations Survey (April 7, 2026)
  • 07 Apr 2026

By Citi In Emerging Markets, Industry
Read More 

Copyright © 2026 Markets Recon. All Rights Reserved.

Markets Recon, operated by Recon Discovery Limited (Registered in England and Wales, Company No. 14778559). Registered Office: 86-90 Paul Street, London EC2A 4NE.