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Emerging Markets after the summer sell-off: Hold or Add?

Market Commentary

24 September 2013

We believe Emerging Markets (EM) debt and equities are likely to offer attractive returns over the next 12 months due to strong technicals, improving fundamentals, and attractive valuations in the wake of the summer sell-off.

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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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