Emerging Markets (82)

Is India the new China? Evidence on friend-shoring
Economics

Is India the new China? Evidence on friend-shoring

Global companies are increasingly weighing geopolitical risk as they invest in China. Does India...

By Erik Lueth

06 Mar 2023

5 min read

Manufacturing wealth: is India the new China?
Erik Lueth
Economics

Manufacturing wealth: is India the new China?

In the first of a series of blogs considering the economic prospects for the South Asian giant, w...
By Erik Lueth
09 Feb 2023
4 min read
China post-COVID: from zero to hero?
Erik Lueth
Markets and economics

China post-COVID: from zero to hero?

After three years of zero-COVID, China is back. This year promises to be a good one for China’s...
By Erik Lueth
20 Jan 2023
4 min read
Emerging market debt: A reversal of fortune?
Investment strategy

Emerging market debt: A reversal of fortune?

2022 was a gruelling year for many asset classes. Could this year hold better prospects for...
By Raza AghaUday Patnaik
04 Jan 2023
5 min read
EM currencies: borrowing and sorrowing
Investment strategy

EM currencies: borrowing and sorrowing

We believe external vulnerabilities, not terms of trade shocks, explain emerging market (EM)...

By Matthew Rodger

19 Oct 2022

2 min read

Dr. Copper will see you now
Markets and economics

Dr. Copper will see you now

Supported by heightened demand from the green transition, the long-term outlook for copper is...
By Patrick GreeneChristopher Jeffery
21 Sep 2022
4 min read
Back to the future for emerging markets
Erik Lueth
Markets and economics

Back to the future for emerging markets

The economic gains of emerging markets (EMs) seen in the noughties continue to inflate growth...
By Erik Lueth
09 Jun 2022
2 min read
Emerging market debt: down but not out
Fixed income

Emerging market debt: down but not out

We believe short-duration emerging market debt could present an opportunity amid an otherwise...
By Amélie ChownaSanchay Singla
18 May 2022
6 min read