emerging markets

Latest news and analysis on emerging markets

Equities

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
The Pitch

How Ox Capital is investing for a market reversal

Ox Capital CIO Dr Joseph Lai shares why investors should be looking beyond the strong US dollar and soft commodity prices.
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

How to play the biggest global themes with one fund

Love the opportunities from big themes like AI or supply-chain restructuring? Here’s another way to access it.
J.P. Morgan Asset Management
J.P. Morgan Asset Management
The Pitch

3 stocks this investor is watching in an undervalued part of the market

This part of the world reflects 60% of the world’s GDP and is grossly underrepresented in most portfolios.
Sara Allen
Livewire Markets
The Pitch

Spies, KGB equipment and clearing houses: Eric Fine's path to investment

VanEck's portfolio manager for Emerging Markets Fixed Income funds has an unusual background. It's fuelled his passion for markets.
Sara Allen
Livewire Markets
Equities

Do higher risk investments earn higher returns?

According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?
Delian Entchev
Aoris Investment Management
The Pitch

2 economies set to benefit from major US moves

There are some structural and cyclical changes taking place in these regions that are throwing up opportunities for bottom-up investors.
Ally Selby
Livewire Markets
Fixed Income

The fixed income opportunity with "a lot more to give"

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.
Chris Conway
Livewire Markets
The Pitch

An opportunity that you could throw a dart at and still do well

Fidelity International's Amit Goel hasn't seen an opportunity like this in this region in at least 10 years.
Ally Selby
Livewire Markets
The Pitch

How investors can play the growth stories in India and Japan

And the region emerging markets specialist Amit Goel of Fidelity International views as the best growth opportunity over the next 10 years.
Ally Selby
Livewire Markets
Macro

Why the charts say now might be the time to buy emerging market stocks

This week’s chart pack features emerging markets (EM) insights from Meghna Shah, Macrobond’s Chief Economist and Macro Strategist.
Macrobond Financial
Macrobond Financial
Education

The emerging market slumber is over - and 7 stocks to participate in the awakening

Emerging market equities have been serial underperformers for a long time, but “the building blocks for a turnaround are falling into place"
Chris Conway
Livewire Markets
Macro

An optimist's guide to 2024's most important economic risks (Part 1)

Inspired by a Bloomberg article, we ask one of Livewire's most optimistic contributors to quell the fears of the pessimists.
Hans Lee
Livewire Markets
Fixed Income

The under-the-radar asset class you should be paying attention to

Emerging market debt might be one of the few under-the-radar investment opportunities still available today. Here is the skinny.
Chris Conway
Livewire Markets
Views from the Top

Four emerging leaders in a market primed for growth

Emerging markets investor Daniel Graña discusses the opportunities available today.
Hans Lee
Livewire Markets
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
Equities

3 reasons (and 4 stocks) that prove the emerging markets slump is over

Look beyond the ASX and there are some incredible opportunities to be found.
BHP
RIO
+2
Hans Lee
Livewire Markets
Macro

Early hikers, NFP revisions and aggressive asset allocation

This week’s charts begin with a visualisation of “early hikers”
Macrobond Financial
Macrobond Financial
Macro

Charts of the Week - Foreign workers in Japan, equities’ waning appeal and disinflation

This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan.
Macrobond Financial
Macrobond Financial
Investment Theme

"Too important to ignore:" The overlooked investments you should have on your radar

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.
Sarah Shaw
4D Infrastructure
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