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ASX Live Blog
Market Wraps
emerging market equities
Latest news and analysis on emerging market equities
Equities
September 02, 2026 09:27
Emerging-Market equities offer more than chips and memory
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
Sammy Suzuki
AllianceBernstein
September 02, 2026 09:27
Macro
August 11, 2026 06:00
Lazard's macro master on Iran, finding better returns and the new safe haven
assets
Chief market strategist Ron Temple on the trends truly shaping global market opportunities and where investors need to look to find them.
Tom Stelzer
Livewire Markets
August 11, 2026 06:00
Macro
July 09, 2026 11:02
Emerging markets increasingly have a concentration problem
A passive investor buying the MSCI Emerging Markets Index today is not buying a diversified collection of businesses, spread across the developing world’s most...
Alison Savas
Orbis
July 09, 2026 11:02
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Macro
June 09, 2026 13:41
Emerging markets and the value of contrarian investing
When markets turn volatile, investors naturally retreat to what feels safe. The result is often a reliance on top-down narratives to guide investment decisions in the...
Eric Marais
Orbis
June 09, 2026 13:41
Equities
February 02, 2026 06:00
Is this the best comeback trade no one is talking
about?
A weaker US dollar, low valuations and fast growth are reshaping the opportunity in emerging markets.
Chris Conway
Livewire Markets
February 02, 2026 06:00
Equities
August 19, 2025 16:49
"Deep structural pessimism" - Pzena's hunting ground for great opportunities
Brazilian equities are rebounding, but deep discounts remain. Political fears have driven valuations to levels below past crises.
John Goetz
Pzena Investment Management
August 19, 2025 16:49
Investment Theme
July 03, 2025 12:00
Indian stocks hitting emerging markets for six
Soaring consumption, fintech disruption, and record infrastructure spending are turning the country into the hottest emerging market.
GRIN
Vaneck India Growth Leaders ETF
ASX:GRIN
Followed by
4
people
GRIN
Vaneck India Growth Leaders ETF
ASX:GRIN
Followed by
4
people
Russel Chesler
VanEck
July 03, 2025 12:00
Equities
April 16, 2025 06:00
“That’s not diversification”: The overlooked opportunity trading at a 30%
discount
Emerging markets are undervalued, they are underrepresented, and potentially a blind spot in many portfolios, says Orbis' Vern du Preez.
Chris Conway
Livewire Markets
April 16, 2025 06:00
Equities
August 30, 2024 10:00
Why strategic investors are shifting their focus to this area of the market
Rasmus Nemmoe on why emerging markets are the overlooked powerhouse that could outpace developed markets.
Chris Conway
Livewire Markets
August 30, 2024 10:00
Asset Allocation
February 13, 2024 12:54
Beware the great equity unwind
Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.
Lakshman Anantakrishnan
ANZ Private
February 13, 2024 12:54
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