Have emerging markets passed the Covid test?
Have emerging markets passed the Covid test?
We examine how emerging markets are becoming an increasingly mainstream choice for investors.
14 May 2021
South Korea’s economy shrugs off the pandemic
South Korea’s economy shrugs off the pandemic
South Korea's GDP rose by 1.6% in the first quarter to surpass its level of late 2019. Growth for the full year could hit 4%.
7 May 2021
Three Asian tech stocks that lead the way in innovation
Three Asian tech stocks that lead the way in innovation
Professional investor Fay Ren of Cerno Capital highlights three of her favourite Asian tech stocks to buy now
7 May 2021
How will India’s Covid crisis affect the global economy?
How will India’s Covid crisis affect the global economy?
The wave of Covid infections sweeping through India has sparked a humanitarian crisis. But with India’s economy the fifth-biggest in the world, could …
6 May 2021
Resurgent pandemic brings new headwinds for the oil market
Resurgent pandemic brings new headwinds for the oil market
With India the world’s third-biggest oil market, the economic slowdown driven by the pandemic will hit oil prices.
30 Apr 2021
Three stocks from emerging Asia, a region racing ahead of its rivals
Three stocks from emerging Asia, a region racing ahead of its rivals
Emerging Asia should be the fastest-growing region in the world this year, says Avo Ora of the Pictet Asian Equities ex-Japan fund. Here, he picks th…
29 Apr 2021
Mexico: an economic basket case set to turn around
Mexico: an economic basket case set to turn around
Mexico's economy shrank by 8.5% last year and has suffered one of the world’s worst Covid-19 death tolls. But things could be looking up.
23 Apr 2021
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Why China’s bad bank has some investors rattled
Why China’s bad bank has some investors rattled
A state-backed bank in China, created to clean up bad loans in the wake of the Asian financial crisis, is in trouble. And it might not be bailed out. …
16 Apr 2021
Emerging markets fall behind their developed-world counterparts
Emerging markets fall behind their developed-world counterparts
While developed-world markets look forward to a recovery, emerging market stocks have tumbled as foreign investors pull out cash.
16 Apr 2021
Russia’s stockmarket is cheap for a very good reason
Russia’s stockmarket is cheap for a very good reason
On a cyclically adjusted price/earnings ratio of just 7.3, Russia's stockmarket is in an entirely different value category to the rest of the world. A…
9 Apr 2021
Investors get a reality check in China as stockmarkets fall
Investors get a reality check in China as stockmarkets fall
The People’s Bank of China, started to remove liquidity from the financial system at the start of this year, driving stock prices down.
2 Apr 2021
Turkey heads for its next crisis after the lira plunges by 15%
Turkey heads for its next crisis after the lira plunges by 15%
Turkey sacked its central bank governor after just four months in the job, sending the lira down by 15% against the dollar and stocks down by 9%.
26 Mar 2021
The Turkish lira crashed this morning. What’s going on?
The Turkish lira crashed this morning. What’s going on?
The Turkish lira crashed after President Recep Tayyip Erdogan sacked the country’s central bank governor. Saloni Sardana looks at what’s behind it all…
22 Mar 2021
Four of the best investment trusts for investing in emerging markets
Four of the best investment trusts for investing in emerging markets
Investors need to tread very carefully in this risky sector. Here are the best ways to approach it
22 Mar 2021
Three Chinese stocks with long-term growth
Three Chinese stocks with long-term growth
Professional investor Rebecca Jiang of the JP Morgan China Growth & Income Trust picks three stocks that should cash in on the country’s growing mille…
14 Mar 2021
China’s bull market pauses for breath
China’s bull market pauses for breath
China's CSI 300 stockmarket index has fallen by 10% from its latest peak. But investors may just be catching their breath.
12 Mar 2021
How to invest in Vietnam – an emerging market that shone in a difficult year
How to invest in Vietnam – an emerging market that shone in a difficult year
Vietnam has been one of Asia’s most promising markets for a long time. Now it is shaking off the global coronavirus crisis and looking better than eve…
12 Mar 2021
Storm brews in emerging markets as investors pull cash out
Storm brews in emerging markets as investors pull cash out
Foreign investors have begun to pull cash out of emerging markets as they begin to look less attractive when compared to the rising return from holdin…
12 Mar 2021
India’s stockmarket mania leaves equities vulnerable
India’s stockmarket mania leaves equities vulnerable
India's BSE Sensex stockmarket index has gained 93% since March 2020. But the gains are not justified by the economic fundamentals.
5 Mar 2021
Investing beyond China: how to buy into wider Asian markets
Investing beyond China: how to buy into wider Asian markets
There are several reasons to be sceptical about China’s development, says Max King. What’s more, there is vast potential in other regional emerging ma…
26 Feb 2021
Will the China-US trade war continue?
Will the China-US trade war continue?
The White House still seems to be talking tough on China, but few people know how Joe Biden will handle the world’s second-biggest economy.
5 Feb 2021
Emerging market stocks bounce as investors pour in
Emerging market stocks bounce as investors pour in
Global investors have poured billions of dollars into emerging markets, leaving the MSCI Emerging Markets index up over 80% March last year.
5 Feb 2021