Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
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.
The growing trend toward deglobalization and what it means for investors in emerging markets.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
High energy and financing costs alongside dollar strength have brewed sovereign default concerns. We look beneath the surface of the asset class.
After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.
Following a period of market weakness, Chinese stocks are now looking more appealing to investors.
While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.
With easy monetary policies ending in developed economies, fundamentals become especially important for investors.
ESG factors are becoming increasingly important in the analysis of EM companies.