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Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Emerging Markets Caught in Trade Winds
Elections Emerging Markets

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

South Africa: A Cautionary Tale in Emerging Markets
Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.