Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Insights
India’s favorable demographics, pro-growth policies, and innovative companies contribute to the country being among the most promising future sources of excess returns within EM equities.
Considering the myriad impacts of the decentralization of global supply chains.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
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.
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 normalization.