Find ideas for investing effectively in emerging and frontier economies
China met its 5% GDP growth target in 2025, led by exports and manufacturing. AI investment and policy support could lift growth and markets in 2026.
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CIO Weekly Perspectives | January 19, 2026 Emerging Markets: The Next Phase in Market-Broadening
Trump threatens 10% tariffs on goods from 8 European nations from 1 Feb, rising to 25% by 1 Jun unless Greenland sale talks advance. China posts record surplus; FX flows hint USD weakening. US CPI...
Making the case for emerging markets in an age of geopolitical risk.
Global markets rose in 2025 despite record US tariffs, with emerging markets leading and gold and silver shining amid volatility.
Emerging market debt performed strongly in Q4, driven by buoyant macro fundamentals, dovish monetary policy, disinflation, currency moves, and investor demand.
Why emerging markets stand taller in a fractured world.
Africa is often discussed as a single entity, but the energy profiles differ widely between North Africa and Sub-Saharan Africa as well as within the 54 countries that define those regions. Much of...
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