Are we back to the 1890s with the new “liberation day” tariffs?
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.
Innovation, reform, and restless energy are propelling the modernization of India’s economy.
A look at EM debt hard currency’s resilience amid the tariff threat.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
Research Analyst Douglas Turnbull outlines how Chinese electrical vehicle manufacturers promise to redefine global mobility, signalling China's rising dominance in key technological and industrial sectors.
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.
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).
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.