Emerging Market Opportunities: Not Just China
Apart from China, where else should EM investors be looking?
After a grim 2022, emerging markets (EM) are looking up this year. China’s gradual re-opening has raised hopes for the broader EM universe. But investors' fixation with the country can conceal good opportunities elsewhere. So, where else across the EM asset class should investors also be looking?
Video: From Poland to India – 2023 Outlook for EM Equities (UBS AM)
2022 was a difficult year for EM equities. What should investors expect in this space going forward?
Fixed Income: Vulnerability of Emerging Markets (Franklin Templeton Investments)
For compliance reasons, this paper is only accessible in certain geographies
A halt in foreign financing is likely to significantly impact countries with high levels of external debt and large current account deficits.
EMD, Meet The Debt Ceiling – Again (Man Group)
The recent market rally has been driven by a liquidity injection from the US Treasury. But what happens when debt-ceiling machinations reverse that flow?
China’s Economic Rebound Lowers The Odds Of A Global Recession (Vanguard)
For compliance reasons, this paper is only accessible in the United States
The re-opening of China's economy has buoyed markets. But could markets be overly optimistic about the impact of Chinese consumers on the global economy?
Approaching Investing in China (Invesco)
For compliance reasons, this paper is only accessible in the United States
China's back, but does it represent a compelling investment opportunity? Invesco experts share their thoughts.
Podcast: EM Equities – It’s All Eyes On The Chinese Consumer (BNP Paribas AM)
China's recent refocus on growth is expected to be a tailwind for regional Asian economies. In this podcast, two experts from BNP Paribas AM explore this theme further.
Guide to China Q1 2023 (JP Morgan AM)
This quarterly guide by JP Morgan Asset Management provides invaluable data on the past, present, and future of the Chinese economy.
Will China Grow Old Before It Grows Rich? (Lombard Odier IM)
For compliance reasons, this paper is only accessible in certain geographies
A shrinking workforce and rapidly ageing population are two of the major challenges facing the Chinese economy.
Indexing’s Evolution In Indian Markets (S&P Dow Jones Indices)
Indexing investing has been steadily growing within the Indian asset management industry. Koel Ghosh details its evolution.
Lessons from Dollarization in Latin America in the 21st Century
This paper examines the impact of the dollarization of economies across Latin America, looking at both the benefits the U.S. currency brought and at the drawbacks.
