emerging markets

Latest news and analysis on emerging markets

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
Expert Insights

How to invest where consumer demand is set to explode

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
Sara Allen
Livewire Markets
Macro

Central bank balance sheets, retirees and the big three Aussie exports

This week’s charts begin by examining the relationship between central banks’ balance sheets and stocks.
Macrobond Financial
Macrobond Financial
Asset Allocation

Resources, tech, food and favourable demographics... this investment region has it all

When it comes to emerging markets, most people think of China and India. But there is another region on the cusp of breaking out.
Dr Joseph Lai
Ox Capital
Undiscovered Funds

Ox Capital's secret to beating the market over the past 12 months: Never pay up

Emerging market equities have had a very volatile last decade - but don't let that throw you off, argues Dr Joseph Lai of Ox Capital.
Hans Lee
Livewire Markets
Macro

Charts of the Week: Resilient recession stocks, US oil reserves and European inflation

This weeks charts: IMF reducing growth forecast, European bank lending shrinks; Spain's inflation cools, Norway sees deflation and US oil.
Macrobond Financial
Macrobond Financial
Expert Insights

The secret to finding the best stocks: Go back to basics

The world is your oyster if you know where to look, says Amit Goel of Fidelity International.
Hans Lee
Livewire Markets
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