Emerging Markets (97)

Friendshoring: the new not normal
Markets and economics

Friendshoring: the new not normal

A fragmenting supply network will bring costs and benefits for rich and poor countries alike.

By Matthew Rodger

25 Jan 2024

3 min read

Momentum builds for Indian bonds as Bloomberg confirms inclusion consultation
Erik Bartolucci
Investment strategy

Momentum builds for Indian bonds as Bloomberg confirms inclusion consultation

The announcement follows last year's inclusion decision from JPMorgan, and creates important...
By Erik Bartolucci
09 Jan 2024
3 min read
Friendshoring: putting money where your mouth is
Matthew Rodger
Markets and economics

Friendshoring: putting money where your mouth is

Evidence for friendshoring is even stronger in investment flows than in goods trade.
By Matthew Rodger
03 Jan 2024
3 min read
Navigating the storm – emerging market debt
Fixed income

Navigating the storm – emerging market debt

Emerging market (EM) credit has had a difficult two years. For most equity and bond investors, 20...
By Raza AghaViraj Nadgir
22 Nov 2023
4 min read
India added to EM bond indices: what does this mean for investors?
Investment strategy

India added to EM bond indices: what does this mean for investors?

The addition of Indian government bonds (IGBs) marks a milestone for the country's capital market...

By Erik Bartolucci

22 Sep 2023

4 min read

Dollar strengthening, high yield and the G20 summit
LGIM
Markets and economics

Dollar strengthening, high yield and the G20 summit

As world leaders gather in New Delhi for the latest G20 summit, Market Talk looks at the key issu...
By LGIM
08 Sep 2023
1 min read
Is China the next Japan?
Markets and economics

Is China the next Japan?

In the early 1990s Japan suffered a well-documented deflationary slump. With China now seeing...
By Matthew RodgerBen Bennett
23 Aug 2023
3 min read
Tequila sunset: is the Mexican peso’s run coming to an end?
Erik Lueth
Markets and economics

Tequila sunset: is the Mexican peso’s run coming to an end?

Low unemployment, retail sales outpacing manufacturing and a deteriorating trade balance all...
By Erik Lueth
04 Jul 2023
2 min read