Why EM capital markets are likely to rise

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 to come from now China is slowing. That

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 have marginally improved. While China’s growth outlook remains

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 can help fund your development. Armed with cash

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, tells Daniel Morris, Chief Market Strategist, on our

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 add exposure to riskier segments of the market.

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 it an “ongoing long-term divorce,” the US bank

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, EM bonds and currencies are appealing, according to

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 aggressive interest rate hikes since March 2022, major

Billionaire investor Mark Mobius confirmed he has no US investments, saying he is bullish on emerging markets in Asia. “I’m all international and emerging markets in particular,” the Mobius Capital Partners founder said in an interview with CNBC on Thursday.

In a world rife with macroeconomic uncertainty, emerging markets have come under pressure. Yet one country is bucking the trend. India’s prospects look particularly strong, with the country’s economy hovering close to its pre-pandemic path despite a challenging

Capital Group, an American financial services company, has said that India appears to be more attractive than other emerging market in the wake of the reforms initiated by the Modi government and a boost to domestic manufacturing, offering

The first half of 2023 has brought a bumpy road of positive performance to emerging market (EM) equities. The year began with a bang, as global allocators bought the headlines around China’s reopening but then slowed down as

Emerging market stocks looked set to snap a six-day losing streak on Tuesday, after China reassured investors of its growth prospects in the second quarter, while Russia’s rouble steadied following a volatile session due to geopolitical tensions. The

Fintech has emerged as a disruptive force in the global financial environment. While its impact is felt globally, it is most visible in emerging economies where traditional banking infrastructure is lacking. This article examines the astonishing rise of

A number of emerging markets have exhibited accelerated growth and are representing an increasing share of the global economy. Building on the encouraging post-pandemic trends of last year, emerging market equity performance started 2023 strong. While growth has