Emerging markets

Russia’s rocky recovery is likely to be short-lived

Russia’s economy surprised analysts by growing at its fastest pace in six years in 2018. But investors shouldn’t get too excited.

The secrets of Asia’s economic success

Investors dream of the profits to be made from billions of emerging-market consumers, but first these countries will need to become wealthier. That’s more of a challenge than it sounds, says Cris Sholto Heaton.

Emerging Europe “is well and truly off the boil”

Emerging Europe is having tough time. Regional year-on-year GDP growth slowed to 1.3% in the fourth quarter, and the MSCI Eastern Europe index slipped by 5% last year.

What Venezuela means for oil

Venezuela’s oil output has been decreasing for more than two decades. But what does the current crisis mean for the oil price?

Chart of the week: Why Jamaican stocks are racing ahead

In 2018, Jamaica’s benchmark stockmarket index rose by 29% in US dollar terms, the world’s best equity-market performance.

Plenty of vim in Vietnam

Many Asian economies struggled last year as money flowed away from emerging markets. Vietnam, however, has continued to thrive.

Could Latin America be a great investment opportunity in 2019?

While there are challenges to overcome, we believe the investment outlook for Latin America as a whole is quietly encouraging, making it one of our key investment themes in 2019.

Investors have high hopes for Brazil

Brazil’s Ibovespa index was one of the world’s top-performing stockmarkets at the start of the year, while the Brazilian currency, the real, has climbed against the US dollar. So what’s got the bulls so excited?

A pivotal year for Indonesia

The Jakarta stock index has soared and Indonesia’s economy could now accelerate. But will corruption and religious tension spoil the story? We’ll soon know, says Jonathan Compton.

Emerging markets are the ‘buy of the decade’

Emerging markets account for most of the world’s ten worst-performing equity indices in 2018, but that doesn’t mean emerging markets in general are in crisis.

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