Economics
04OCT 2018
Politics and portfolios: how investors are adapting to a new normal
Politics is moving markets like never before. So how are fund managers adjusting?
Emerging Markets
Highlight
2018
AUGUST
23AUG 2018
Economics
What it takes to be promoted to emerging market status
We highlight the disconnect between an index provider’s definition of emerging markets and what investors think they are getting.
14AUG 2018
Economics
Turkey trouble: what's behind it and what does it mean for emerging markets?
Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
JULY
19JUL 2018
Economics
Is China’s currency weakness the latest salvo in trade tensions?
Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.
JUNE
26JUN 2018
Economics
"Malaysia Boleh?" (Can Malaysia do it?)
Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?
12JUN 2018
Economics
Why Argentina woes shouldn’t detract from positive emerging market debt story
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
APRIL
05APR 2018
Economics
How China is positioning for slower growth
The Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.
MARCH
16MAR 2018
Economics
Russian election: how might Putin’s inevitable victory affect the economy?
For Russia the risk lies not in Sunday’s election, but what comes after.