Global Emerging Markets

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Markets

02APR 2019

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

2019

MARCH

05MAR 2019

Economics

Developments in China’s balance of payments and implications for the RMB

Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.

FEBRUARY

28FEB 2019

Economics

The Global Economy in Pictures - February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.

27FEB 2019

Markets

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.

26FEB 2019

Markets

Weightlifting China - how big will it get?

In this paper we look at how investing in China stands currently and a number of possible ways that this might evolve over time.

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

JANUARY

29JAN 2019

Markets

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.

21JAN 2019

Economics

No immediate relief in sight for China’s slowing economy

Snapshot: Economic growth in China slowed to 6.4% in Q4 2018, and there is potential for further weakness in Q1.