Emerging Markets (69)
Investment strategy
Russian twist
Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...
28 Jan 2022
3 min read
2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our...
2021 has been a tough year for emerging market bonds. What comes next?
We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral...
Fixed income
Indian government bonds: completing the BRIC wall in local EMD
We believe India is soon likely to be included in broad local-currency emerging-market bond...
13 Oct 2021
3 min read
It’s easy to be bearish on emerging-market equities amid the double trouble from regulatory and...
With Evergrande continuing to dominate the financial headlines, we take a look at the situation a...
Emerging markets (EMs) hate a taper tantrum, but the Federal Reserve (Fed) has been telegraphing...
