Sell-side economists revised real GDP growth higher in July across two-thirds of emerging markets (EM) and frontier markets (FM) countries, while lower revisions affected one-third of EM economies.

Chinese stocks sold-off after the government announced regulatory measures to the educational sector and Shanghai hiked mortgage rates.

What is the degree of Emerging Markets (EM) stocks’ undervaluation relative to United States (US) equities?

Gustavo Medeiros, Deputy Head of Research, discusses various Emerging Markets themes.

South Korean exports, a key leading indicator for global manufacturing, rose more than expected in the first 20 days of July.

Casualties related to the Covid-19 pandemic declined across most large countries in Emerging Markets (EM).

Inflation surprised to the downside across most large EM economies in June.

Emerging Market (EM) manufacturing Purchasing Managers’ Index (PMI) declined 0.7 to 51.3 in June. The Chinese monetary policy committee signalled monetary policy should remain accommodative.

Emerging Markets (EM) countries are now vaccinating their populations at a faster rate than developed markets (DM), strengthening the outlook for economic recovery.

Please join Ashmore’s Deputy Head of Research, Gustavo Medeiros, as he discusses the potential impacts of US inflation on Emerging Markets Equity and Fixed Income.

The Fed meeting last week led to higher asset price volatility across asset classes.

South Korean exports increased at a healthy pace in the first 20 days of June.

Emerging Markets (EM) inflation is increasing at a lesser rate than feared, while United States (US) inflation is rising faster than expected.

Gustavo Medeiros (Deputy Head of Research), Alexis De Mones (Portfolio Manager) and Adrian Petreanu (Portfolio Manager) review the markets and discuss the outlook for EM.

The Organisation for Economic Co-operation and Development (OECD) revised its estimate of global gross domestic product (GDP) growth higher following recent stronger than expected economic data.

We discuss the outperformance of EM assets in May, driven by a faster vaccination pace across EM countries. We discuss inflation & explain why it is likely to remain elevated in the US throughout the rest of the year, & why it won't be a big deal for EM.

Global Covid-19 cases declined and the vaccination gap between Emerging Markets (EM) and developed markets (DM) narrowed further.

Inflation is likely to remain high in 2021. The primary source of price pressures is the rebound in commodity prices after their sharp collapse last year.