Emerging markets

China will get old before it gets rich

China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.

Putin won’t change Russia

Russia’s economy is stagnating, but Vladimir Putin – in power for 18 years and set for six more – shows scant interest in doing anything about it.

Korean stocks could go nuclear

If the summit between the US and North Korea is successful and North Korea embarks on China or Vietnam-style liberalisation, South Korean stocks could scoop a “peace dividend”.

Three ways to share in India’s success story

Cash is increasingly finding its way into Indian equities. Professional investor David Cornell tips three stocks with which to cash in.

Avoid the emerging market disasters

Emerging markets do well overall, says Andrew Van Sickle. But a few bad eggs ruin it for investors.

The world’s greatest investors: Angela Lascelles

Angela Lascelles was told she could never go into investment management as she was female, says Matthew Partridge. So, she did it anyway.

Chinese firms rule emerging-market funds

In 2008 Chinese companies comprised 9% of the key benchmark for emerging-market funds. Today, it’s 27%.

Emerging markets are booming again - here's how to play it

Emerging markets are booming again. David C Stevenson explains how to get a slice of the action using exchange-traded funds.

All hands on tech! China’s giants set sail for the wider world

Firms such as Alibaba and Tencent already dominate ecommerce in China – now they’re expanding their reach. Investors should back them – at least for now, says Rupert Foster.

The dash for global growth

Since early 2016 the MSCI Emerging Markets index has jumped by 83%, and is now close to its 2007 all-time high. Last week, global investors poured $7.9bn into emerging-market equity funds.

Vietnam surges towards new highs

Asia’s best-performing stockmarket last year was Vietnam, where consumer and manufacturing firms were the key drivers of a 48% increase in the Ho Chi Minh Stock index.

Showing page 6 of 108