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EM growth up-turn confirmed

Weekly investor research

20 February 2017

EM growth is back and the future looks bright. Going forward, we expect even stronger EM growth due to a number of gentle tail winds, including gradually rising commodity prices, capital inflows, rate cuts and the fruits of the reforms undertaken by many EM countries in recent years.

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Africa’s public markets: Issues for investors

The Emerging View

19 November 2019

African public markets are relatively young. Alongside Chinese finance, they are encroaching on space previously monopolised by donors. Despite the rapid growth of Africa’s public markets in recent years,...

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A new Constitution in Chile: written by fully elected Constitutional Assembly this time

Weekly investor research

18 November 2019

Lawmakers took an important step to de-escalate protests in Chile after agreeing on a time-frame for a new Constitution to be written. Economic activity rebounds in Brazil, Turkey and Russia. China unveils...

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