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Viewpoints China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets 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.
Viewpoints The Worst Is Likely Behind for Emerging Markets 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.
Blog Peak Inflation May Hint at Peak Rates in Emerging Markets 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.
Blog Spotting Opportunities and Risks Across the EM Investment Universe 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.
Blog Assessing Inflation’s Effects Across Emerging Markets Assessing Inflation’s Effects Across Emerging Markets The vari