Emerging markets

Eastern European stocks are a bargain

The small size of the region’s markets means that Eastern European stocks are often overlooked in favour of bigger Asian growth stories. Yet there is plenty of promise closer to home as well.

India’s banking crisis deepens

Bad loans are rising at India’s fourth-largest private bank by assets and the lender needs fresh capital to plug the gap. And it’s not alone.

China at 70: a crucial turning point

After a remarkable four decades of headlong growth China is approaching a crucial turning point.Can its leadership keep the good times rolling?

One of the best investment trusts for emerging market investors

The Utilico Emerging Markets investment trust focuses on infrastructure, an area its competitors often ignore.

How to invest where new middle-class consumers will splash the cash

The rise of the middle-class consumer in emerging markets is the world’s most compelling long-term growth theme, says professional investor Kevin Carter. Here, he picks three of the best ways to buy in.

Why Modi’s magic now looks like an illusion for investors in India

Investors are losing confidence in India’s prime minister and his promise of further reforms. The country’s potential remains intact, but be prepared for some short-term bumps, says Cris Sholto Heaton.

Chart of the week: the seed investments that fail to sprout

Foreign direct investment is supposed to stimulate productivity and growth in other countries by transferring skills, technology and capital. But much of it isn’t doing that,

VinaCapital Vietnam Opportunity Fund: What’s driving Vietnam’s growth story?

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With strong GDP growth, a stable macro-economic environment, increasing exports and record levels of foreign direct investment, it is easy to see why Vietnam is considered among the world’s most exciting markets.

Take your chances in China with these two investment trusts

These two China-focused, London-listed investment trusts are excellent long-term bets, says Max King.

Strong dollar squeezes Asian markets

Trade war uncertainty means that the MSCI Emerging Markets Currency index is on course for its worst month since May 2016.

Chart of the week: Argentina shocks investors (for a change)

Investors betting that Argentina had turned over a new leaf were given a nasty reminder of the country’s past this week.

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