- October EM Market Recap and Outlook: A Sea of Opportunities (Franklin Templeton)
- Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
- Emerging Market Debt: Wind Against the Tide (J.P. Morgan AM)
- Is the Emerging Market Story Over? (Macquarie)
- Three Investible Themes in China A-Shares (William Blair)
- How Would a Trade War Affect Emerging Markets? (Wellington Management)
- To Play China’s AI “Gold Rush:” Invest in the Shovels (Wellington Management)
- In No Good Hands: The Venezuela Crisis and Consequences for South America (Moody’s Analytics)
- Private Equity Floods into Southeast Asia (Nikkei Asian Review)
- South American Economies Dive South as Growth Outlook Dims (Bloomberg)
- Asia Pacific Index Dashboard: May 2018 (S&P DJI)
- Peso Plunge: Collapse of Currency Dredges Up Old Frustrations, Threatens Argentina’s President (Washington Times)
- Malaysia Post-Regime Change: KLCI Up, BN-Linked Stocks Down (Malaysiakini)
- Morgan Stanley: Macau Up Cycle Likely Held for Several More Years (GGR Asia)
- Why is Bangladesh Booming? (The Asset)
- The “Next Eleven” and the World Economy (The Asset)
- Finance Minister Says Saudi Arabia is Investing in Technology ‘Like There’s No Tomorrow’ (Yahoo! Finance)
- Why it Could Be a Big Year for Chinese Bank Stocks (The Asset)
- Today’s Emerging Markets Embrace Technological Innovation (Franklin Templeton Investments)
- Emerging Markets Experience a Volatile First Quarter (Franklin Templeton Investments)
- Is Trump a Threat to Renminbi Internationalization? (The Asset)
- Why China Will Lose a Trade War With Trump (The Daily Beast)
- 4 Reasons Ruble Bulls are Optimistic About Russia’s Currency (MarketWatch)
- Lazard’s James Donald Discusses the Sensitivity of Emerging Markets
- Five Years on From the Taper Tantrum, Emerging Market Debt Shows Improved Resilience (Aviva Investors)
- Emerging Market Monitor: Inflation in Central & Eastern Europe (Pictet Asset Management)
- Putin Gearing Up for 2024 (Robeco)
- Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)
- The Appeal of Emerging Market Local Currency Debt (Eaton Vance Management)
- Consumption Growth: Investing in Today’s Emerging Markets (Mirae Asset)
- A Case for Mexican Assets (LGIM)
- Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)
- Why the MENA Region Appears to be on Firmer Footing (Franklin Templeton Investments)
- Are Frontier Markets a Calculated Risk? (Bloomberg)
- Flash Note: Emerging Market Currencies (Pictet Wealth Management)
- Understanding Four Forces of Structural Change in Emerging Markets (Wellington Management)
- China’s Staggering Demand for Commodities (Visual Capitalist)
- Why It’s Not Time to Squeeze the Brakes on Indian Equities (Franklin Templeton)
- Why Land Seizure Is Back in News in South Africa (Bloomberg)
- Alibaba-backed Xpeng Emerges as China’s Answer to Tesla (Nikkei Asian Review)
- Ramaphosa Takes Tax Gamble as South Africa Targets Debt (Bloomberg)
- Frontier Markets Semi-Annual Outlook (CLIG)
- Emerging Markets Strategy Feb 2018: Volatility Returns, Fundamentals Stay Strong (JP Morgan)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- Thailand Attempts Do-or-die Leap to a Technology-Driven Economy (Nikkei Asian Review)
- CLSA Feng Shui Index 2018
- The Tailwinds Have Arrived: Our 2018 Outlook for Emerging Markets (Hermes Investment Management)
- China’s Year of the Dog Bounds Into View (Allianz Global Investors)
- South Africa Sees Fresh Start for Economy, With the Same Challenges (NYT)
- Three Keys to a New South Africa (Project Syndicate)
- Emerging Markets: How to Unlock the Next Wave of Returns (Amundi Asset Management)
- Egypt Insight: Four Tailwinds for Economic Growth in 2018 (Bloomberg Economic Insights)
- What Justifies Xiaomi’s Proposed IPO Valuation of US$100 Billion? (The Asset)
- 3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)
- Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)
- China: From Smokestack to Labtech (William Blair)
- Saudi Arabia Could be Emerging Markets’ Next Rising Star (Lazard)
- Perspective Global Equity: Why China A, Why Now? (William Blair)
- Burying the Legal Ghosts of Brazil’s Hyperinflation (Project Syndicate)
- Deciphering the Frontier Market Opportunity (Lazard)
- 2018 Global Outlook (JPMorgan Research)
- How Fast Are Prices Skyrocketing in Venezuela? See Exhibit A: the Egg (WSJ)
- Emerging Markets 2018 Economic Outlook (Focus Economics)
- 2018 Emerging Markets Outlook (Nikko Asset Management)
- International Stock Outlook: Global Recovery (Fidelity International)
- Emerging Markets Outlook: There Is Still Room to Run (Capital Group)
- Outlook 2018: Emerging Market Equities (Schroders)
- Mexico’s Economic Reforms Take Hold (CSMonitor)
- Argentina Companies List on U.S. Exchanges Ahead of Expected Rate Hikes (Reuters)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- What’s Really Driving China’s Currency Stability (KraneShares)
- Understanding Emerging Markets Debt (Aberdeen Standard Investments)
- Minimum Wage Politicking Stings Employers in Southeast Asia (Nikkei Asian Review)
- Wilting US Dollar May Derail the Boom in Emerging Markets (SCMP)
- How Eastern European Populism is Different (Project Syndicate)
- Emerging Markets Through the Years (Mobius Blog)
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- Why China Will Keep Buying US Treasury Debt (SCMP)
- Thanks to US Pressure, Maduro’s Reckoning is Coming (The Hill)
- Battered by an Unpopular Pension Reform, Argentina’s Macri Hunkers Down (WPR)
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- India and China Emerging as Startup Hot Spots (Nikkei Asian Review)
- Why Alibaba’s Jack Ma Can’t Seem to Win Over the U.S. (WSJ)
- Petróleos de Venezuela (Pdvsa) Now Verges on Collapse (NYT)
- 5 Major Conservative Victories in Latin America in 2017 (Breitbart)
- How Africa’s Tech Generation Is Changing the Continent (NatGeo)
- Vietnam’s Economic Growth Surges to Above 7% as Exports Climb (Bloomberg)
- Asset Returns are Stemming Capital Flight in China (The Asset)
- Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)
- Jacob Zuma Wages War on South Africa’s Institutions (FT)
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- The World in 2050 (PWC)
- South Africa Mining Sector Faces Unrest and Other Woes (BusinessReport)
- Legg Mason: 2017 Global Investment Survey
- Frontier Markets: Attractive Valuations with Limited Correlation (Mobius Blog)
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