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emerging markets (EMs)
Emerging Markets
Adani risk casts doubt on Wall Street's star emerging-market bet
The Adani Group dismissed the report as “maliciously mischievous” and said it’s exploring legal action.
January 29, 2023
Broker's Calls
Are emerging market investment-grade bonds still worth the risk?
“Our view remains that the Fed will not taper QE in 2021 and will not hike until 2024,” says Eli Lee of Bank of Singapore.
March 09, 2021
Inequality
From bipolarisation to bifurcation
“We need a new capitalism — a more fair, a more just and a more equitable capitalism,” says Marc Benioff, CEO of Salesforce.
December 24, 2020
Investing ideas
Mine for growth in emerging markets, but don't underestimate Uncle Sam
In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.
November 27, 2020
Investing ideas
Emerging Asia offers both shelter and opportunities amid global uncertainty
EM Asia economic recovery is set to outpace that of EM Eastern Europe and EM Latin America.
October 23, 2020
Funds
Investing in the unbanked inclusion in Emerging Markets
58% of the population in developing nations lack access to the formal banking network
September 04, 2020
Emerging Markets
Emerging Markets hit a Covid wall
The Covid-19 pandemic and the retreat of globalisation have widened the financial fortunes between developed and emerging economies. Does it mean the end of an era of supercharged catch-up growth for EMs?
August 28, 2020
Emerging Markets
Can China save EMs again?
Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.
August 28, 2020
Bonds and treasuries
Malaysia's bonds surge past peers in emerging Asia markets due to interest-rate cuts
Malaysia’s bonds have been the star performers in emerging Asia this quarter thanks to a succession of interest-rate cuts. Stubborn deflation and a shrinking economy mean there may be more to come.
August 14, 2020
Finance
Are emerging markets facing a countdown to fiscal cliff?
“If they can’t begin to grow, then that is going to limit the ability to continue to prop up these economies. The question is does that mean there is more pressure for populism?” - Cathy Hepworth, head of emerging market debt at PGIM Fixed Income
August 07, 2020