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.

Chart of the week: South Africa is going backwards

Between 1994 and 2009, South Africa shrugged off the legacy of apartheid and became steadily richer. But during president Jacob Zuma’s eight-year tenure, the country has gone backwards.

How Venezuela is keeping Latin America on track for growth

Caracas is providing a bad example of how to run a country. Even the region’s populists are paying heed. Latin America remains open for business, says James McKeigue.

The best bets in Asia – and a stalled growth machine to avoid

There have been six major bull markets in emerging markets and Asia, with an average gain of 230%. This time we are just 60% up from the lows.

India on a promising new footing

In the past decade, the Indian economy has expanded by 6%-7% a year. But there is still clearly vast scope for it to up its game.

Brazilian stocks hit a speed bump

Brazilian stocks have doubled in two years, but that momentum is now slowing.

The next big technology start-up: Saudi Arabia

The desert kingdom is in the throes of radical upheaval – its leader wants to follow Facebook’s example, and “move fast and break things”. Investors should be wary, says John Stepek.

What the purge in Saudi Arabia means for the price of oil

Crown Prince Mohammed bin Salman, the most powerful man in Saudi Arabia, is cracking down on the kingdom’s top officials and businessmen. John Stepek looks at what that means for investors.

Be brave and venture into emerging Europe

Parts of Eastern Europe may be cheap for a reason, says David C Stevenson. But that doesn’t necessarily make them bad investments.

China’s new helmsman charts his own course

Xi Jinping has consolidated enough power to take China where he wants – whether forwards or backwards. Investors should hope for the best, says Cris Sholto Heaton.

Invest in Asian growth

Professional investor Andrew Graham tips three of the best stocks to buy in Asia.

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