Emerging market equities will outperform peers in developed economies

After three years of rolling Covid-19 lockdowns and trade disruptions, China posted faster-than-expected GDP growth in the first quarter of 2023, at 4.5% year-on-year (y-o-y), but the uneven nature of its recovery is sending mixed signals for emerging

Uncertainty from the US debt ceiling discussions is just the latest factor making emerging market (EM) stocks interesting again. But the appeal of these assets extends well beyond near-term uncertainties. Here are three long-term reasons to look beyond

First, we had the end of easy money with synchronized monetary policy tightening in response to surging global inflation. Second, the Russia-Ukraine war erupted with significant impact on energy and fertiliser markets, and third we saw a continuation of

There is strong correlation between emerging market companies’ scores in environmental, social, and governance (ESG) indexes and key financial and value creation metrics, new research from Boston Consulting Group (BCG) has revealed. It is becoming increasingly clear that

Sentiment can change quickly in the investment world and nowhere is this more apparent than in emerging markets. Hit hard during the pandemic recovery due to China’s zero-COIVD policy, the emerging market giant’s crackdown on its own tech

Last year was a tough 12 months for emerging market (EM) equities. The MSCI EM Index fell by 20% in US dollar terms over the full year, battered by the Russia-Ukraine conflict, an unexpected COVID-19 resurgence in China

The market for data centres in EMEA is expected to grow annually by 5.5% to reach $65.66 billion by 2027. This growth is driven by the massive demand for data storage and processing as we all live increasingly digital lives.

Emerging market shares rose on Wednesday after six days of losses, helped by a recovery in the Hong Kong market, while currencies were flat as the U.S. dollar eased. Hong Kong-listed tech stocks .HSTECH gained 1.3%, tracking the rebound in

The huge outperformance of American indices since the global financial crisis means the US has become an even larger component of the global stock market. Consequently, your global investment portfolio may be less diversified than you think. One

Our forecast that emerging market (EM) GDP growth will comfortably outpace that seen in developed markets (DM) should be good news for investors. However, faster growth will be driven in large part by a pick-up in China after

With global aviation passenger numbers rebounding, emerging markets are looking to capture market share through increased investment and sustainable aviation fuels (SAFs).  As OBG reported in February, tourism figures rebounded in 2022, thanks to the easing of COVID-19-related restrictions

Most emerging market currencies are forecast to drift higher over the coming year as investors fret less about financial stability and snap up riskier assets, according to a Reuters poll of analysts who largely upgraded forecasts from last

Small and medium-sized businesses (SMEs) are the backbone of economic development in emerging markets like India, South Africa, Kenya and Colombia, where these enterprises contribute up to 40% of national GDP. Recent years have seen the SME sector in

Nearly half of emerging market investors are bullish on prospects for developing markets in the second quarter, a survey by HSBC showed on Thursday, thanks to rising optimism following the reopening of the Chinese economy. Some two thirds

Companies in emerging markets are under mounting pressure from investors, employees, customers, and other stakeholders to become green. But most significantly underperform companies in developed markets on influential ESG rankings by various agencies, especially when it comes to

Emerging markets (EM) are in a state of transition this year as they work through the structural shocks left by the coronavirus pandemic and Russia’s invasion of Ukraine. It’s been a strong start so far thanks to China’s