Many emerging market funds ignore “frontier” markets completely. But there are great opportunities in these less developed countries and companies, says Max King.
Emerging markets had a good 2016, says Andrew Van Sickle. But what does next year hold?
Emerging markets suffered a shock in the aftermath of Donald Trump’s election, says Sarah Moore. But expect Southeast Asia to bounce back.
I don’t believe in the Great Men theory of history, says Rupert Foster. But all China’s latest great man has to do to succeed is keep calm and carry on…
After the political upheavals of 2016, a period of profound social and economic change is upon us. John Stepek looks at the big trends investors must be ready for next year.
Italy used to be able to gain breathing space by letting its currency depreciate. Now that it’s part of the single currency, it can’t.
In a bid to crush the black economy and raise tax revenues, India’s government abolished money – or at least certain circulating notes. The result? A disaster, says Simon Wilson.
The question investors are asking is can Colombian president Santos get the deal with Farc ratified?
The Russian market appears to have turned the corner, with the rouble-denominated Micex index up by 11% this year.
All the ingredients for good growth are in place in India: the budget deficit has shrunk, inflation is down, and there has been a massive simplification of the tax system.
Nicolás Maduro’s government is keen not to scare off foreign creditors and has prioritised debt service over other urgent needs.