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.
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.
The manager of JPM Emerging Markets trust is optimistic about the future, says Max King.
The hiatus in the US China trade war is not enough to iron out deep-seated differences between the two countries over intellectual property, cybertheft and state support for Chinese companies.
This year has seen the start of a period of enormous change in the markets, says Merryn Somerset Webb – not all of it in a bad way.
Emerging markets have had a tough year. Still, as investment guru Jeffrey Gundlach notes, they’ve still outperformed global indices.
Global investors seem thrilled at the prospect of Jair Bolsonaro taking over the Brazilian presidency. But the optimism looks wildly overdone.
Commodities will shine again, says professional investor Jim Rogers – but there are still some equity markets worth putting your money into.
Hungary’s authoritarian leader Victor Orban is widely reviled. But the country’s economy and equities look inviting.
Emerging-market stocks have lagged in recent years, but their long-term performance remains appealing.
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.