What are the growth drivers in EM going to be?
More experienced colleagues are prone to be sceptical about a lot of things. One thing we have been asked on a number of occasions is where the growth is going
More experienced colleagues are prone to be sceptical about a lot of things. One thing we have been asked on a number of occasions is where the growth is going
Emerging markets equities declined in August, dragged down by disappointing Chinese economic data and strength in the US dollar. Since then, Beijing has introduced further policy support and data points
Developed market equities have long dominated global equity markets, but that’s set to change in the coming decades. Kevin Daly, co-head of CEEMEA Economics in Goldman Sachs Research, explains why
U.S. President Joe Biden arrives at this weekend’s Group of 20 (G20) meeting in India with an offer for the “Global South”: whatever happens to China’s economy, the United States
Fidelity Emerging Markets Limited (LON:FEML) published its monthly factsheet for July 2023. Portfolio Manager CommentaryEmerging markets advanced in July. Sentiment was mixed towards the start of the month as investors
The outlook for emerging markets is brighter than it is for developed markets when it comes to growth, inflation and public debt, Jean-Charles (JC) Sambor, Head of Emerging Market Debt,
Many investors are wondering if it’s the right time to add exposure to emerging markets. With ongoing market uncertainty and the possibility of a recession, investors may be wary to
For the past three decades, China’s economy has been a dominant factor in emerging markets for economic and corporate growth. Goldman Sachs Group Inc. strategists say that’s now changing. Calling
A relatively robust and favourable macro outlook for countries in Asia and Latin America bodes well for investment opportunities across emerging markets (EM) for the rest of 2023. In particular,
Investors are eyeing gains in emerging markets stocks and a cooling of their currencies amid an unprecedented global decoupling in the direction of interest rates. While the U.S. Federal Reserve has delivered