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.
The two West African nations are in the midst of tectonic political and economic shifts. How likely are they to succeed?
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.
The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.