emerging market equities

I wrote recently that for all the terrible consequences of the COVID-19 pandemic, it had a major positive effect in ending a long-running economic cycle while kicking...

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural...

Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...

The quote “History doesn’t repeat itself but it does rhyme” has been attributed to Mark Twain.The rhymes between today’s equity markets and the markets back in 1999...

China A-shares have done well this year, rising by double-digit percentage points, and outperforming Asian and developed counterparts. Additionally, the wealth...

China’s economy grew by 4.9% p.a.in the third quarter compared with a year earlier, accelerating from growth of 3.2% p.a. in the second quarter. The world’s...

Several emerging market economies are seemingly over the worst of the Covid-19 pandemic and are showing signs of life. Within these markets, some companies are trading...

Emerging markets are one of the classic ‘looks cheap’ asset classes, offering higher credit spreads and lower P/E ratios than developed markets. However, they have a...

Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...