The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
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.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?
Are we back to the 1890s with the new “liberation day” tariffs?
Innovation, reform, and restless energy are propelling the modernization of India’s economy.
The two West African nations are in the midst of tectonic political and economic shifts. How likely are they to succeed?
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Victoria Mio discusses why China’s recent policy pivot is signalling the market’s resilience.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
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.