A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
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Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.
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).