Find ideas for investing effectively in emerging and frontier economies
October net performance was a positive +0.59%. The month was more active after the summer doldrums, kicked off by a spat between the US and China over access to rare earth metals and Trumps’ immedi...
The fund rose 4.4% in October. South Korea remains the standout performer, and together with good returns from Taiwan made Technology the strongest performing sector.
During October the strategy lagged the MSCI Emerging Markets index by 0.8%, even as markets continued rallying. This was primarily due stock selection in Taiwan, where TSMC continued setting the pa...
After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas expert Laurent Rus...
Hard currency sovereign emerging market (EM) debt has delivered strong returns this year. This week’s Bond Bulletin examines the main factors behind the performance and whether they will persist in...
The era of unchecked clean tech expansion in China is over. Lithium mines close, battery makers struggle and EV brands face forced discipline. For investors, who wins in a controlled market?
EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.
Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...
China’s pursuit of anti-involution policies is unlocking new pathways for sustainable, long-term economic growth in more technologically advanced and higher value-added industries. The government i...
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