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China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets

China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets

Viewpoints

China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets

EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.

The Worst Is Likely Behind for Emerging Markets

The Worst Is Likely Behind for Emerging Markets

Viewpoints

The Worst Is Likely Behind for Emerging Markets

After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.

Peak Inflation May Hint at Peak Rates in Emerging Markets

Peak Inflation May Hint at Peak Rates in Emerging Markets

Blog

Peak Inflation May Hint at Peak Rates in Emerging Markets

Inflation is receding and real interest rates are climbing in EM after a year of tightening monetary policy.

Spotting Opportunities and Risks Across the EM Investment Universe

Spotting Opportunities and Risks Across the EM Investment Universe

Blog

Spotting Opportunities and Risks Across the EM Investment Universe

Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.

Assessing Inflation’s Effects Across Emerging Markets

Assessing Inflation’s Effects Across Emerging Markets

Blog

Assessing Inflation’s Effects Across Emerging Markets

The vari