A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
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.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Considering the myriad impacts of the decentralization of global supply chains.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.