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.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Why we believe China’s pledge to achieve carbon neutrality by 2060 is credible.
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.
Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.
Near-term uncertainty to give way to attractive secular growth prospects for emerging market stocks in 2023. In this video, Daniel Graña explains what this means for investors.
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.