A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
Insights
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With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.