Our research has identified both near- and long-term investment opportunities in EM countries that may benefit from a combination of policy reform, policy independence, and insulation from falling commodity...
The magnitude of uncertainty in China’s politics and policy today is undeniably daunting. Western observers — and even the Chinese — simply do not know in what direction China’s...
With Europe a source of macro risk, the investment opportunities generated by long-term growth in consumer spending across the world’s emerging markets appear more attractive in a global perspective.
An emerging market standout, Indonesia enjoys growth fueled by booming exports to China and an expanding middle class of consumers who create opportunities for domestically-oriented Indonesian companies.
Recent mixed data on China’s economy can be viewed constructively, rather than as a reason to fear a hard landing.
Rising inflation has become problematic for emerging markets over the past year. But a slowdown in the pace of rising commodity prices is one of several indicators that, in...
In January, Egypt, the most populous country in the Arab world, erupted in mass protests against President Hosni Mubarak. After 18 days, Mubarak resigned and turned over all power...
For much of the past three decades, emerging markets were seen as the domain of only the most aggressive, risk-tolerant investors, and even then emerging markets typically garnered no...
With China posting a first-quarter GDP growth of 11.9%, some question whether parts of the economy, such as the real estate sector, are on the verge of overheating. In...
