A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
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.
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.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.