emerging markets

Credit Suisse believes global growth will be a sluggish 2.5% in 2020 with a mild recovery in industrial production. A de-escalation of the trade war should lead to a...

EL&C Baillieu Chief Investment Officer Malcolm Wood expects improved investment returns for global emerging markets over the next 12 months, driven by:a likely...

Rishi Patel was born and raised in Bombay, which is also home of the oldest stock exchange in Asia. The college that he attended is located across a field from the...

India’s equity markets are represented by numerous indices as a yardstick to measure generic investment returns from investing in the region. However, there are some...

For better or for worse, the movements in the Australian dollar are largely influenced by commodity prices. It was a significant factor that pushed the dollar through...

(Ed note: First published 28th August 2019 - This remains our most popular video of all time, receiving over 750,000 views) Developed economies are at a crisis point,...

Veteran fund manager David Paradice has just unveiled his first new fund in over a decade. The Paradice Global Emerging Markets Fund will be a bold move and comes at a...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...

With emerging markets driving 60% of today's global economic activity, the investment opportunity is simply impossible to ignore. But while many investors are keen to...

Recent on-the-ground research in India overwhelmingly highlighted strong support for Modi and the belief that he is the right Prime Minister to take India to the next...

In the late twentieth century the emerging economies operated much as they had in the early twentieth century. The largest sector in the MSCI Emerging Markets Index,...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...

Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...

Investors typically have on hand a long list of concerns arguing against investing in emerging markets. These concerns often centre on the ability to regather capital...

Emerging markets were volatile throughout 2018, especially during quarter four as they sold off and took some valuation froth out of the market. This has continued...

Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...