Investment Adventures in Emerging Markets

Inflation Trends Across Emerging Markets
Asia

Inflation Trends Across Emerging Markets

Our fixed income team analyzes inflation trends across emerging markets, highlighting the vast heterogeneity across regions and countries. They acknowledge that a large part of the reflation story is linked to low base effects from 2020, which are transitory.

Reflation Concerns Dampened Investor Optimism in February
Perspective

Reflation Concerns Dampened Investor Optimism in February

The month of February saw some challenges for emerging markets overall, but our Emerging Markets Equity team still sees reasons for optimism—including the strength of China’s recovery from COVID-19 and a number of potential structural opportunities in the wake of the pandemic.

A Balancing Act

A Balancing Act

China Part I – Planning for its Future

China Part I – Planning for its Future

Update on Japan

Update on Japan

The Middle East: A Youthful Reawakening

The Middle East: A Youthful Reawakening

Readers’ Questions Answered Part VI

Readers’ Questions Answered Part VI

Emerging Markets Vision 2020

Emerging Markets Vision 2020

Asia Insights from EM Analyst Conference

Asia Insights from EM Analyst Conference

India: Kingdom of Dreams

India: Kingdom of Dreams

Egypt

Egypt

A Unique Offering in Bucharest, Romania

A Unique Offering in Bucharest, Romania