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Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
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.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
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.
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.