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.

A “Minsky moment” for China

The outgoing chairman of the People’s Bank of China warned that excessive optimism could lead to a sharp correction in the markets.

Progress still looks way off for Iran

Donald Trump’s threat to ditch the Iran nuclear deal could boost the country’s hardliners. But how does Iran’s political system and economy operate? Alex Rankine reports.

Brazil’s run is far from over

Brazilian stocks are on a roll. The benchmark Bovespa index gained 40% in 2016 and has notched up another 30% this year.

Where to find the world’s cheapest stocks

Many global stockmarkets have hit new all-time peaks this year. So where can you still find value?

Hot money overlooks Indonesian stocks

Foreign investors have been net sellers of Indonesian stocks this year – even though they have hit a record and the fundamentals remain encouraging.

Where to search for hidden gems

Funds are getting so big they can’t stoop to pick up smaller firms. That’s great for nimbler players such as Nick Greenwood, says Merryn Somerset Webb.

India: the "almost-perfect" emerging-market investment story

India is almost the perfect emerging-market investment story. But don’t just pile blindly into Indian stocks, says Merryn Somerset Webb. There are much better ways to invest.

Two funds to shake-up the fund management industry

Merryn Somerset Webb looks at two new funds which, while they are in no way perfect, aim to shake up the complacent fund management industry.

Tread carefully when investing in India and China

The re-emergence of India and China from their long economic slumber appears to offer investors the prospect of easy profits, but the lesson of history is to tread carefully in these countries, says Max King.

Philippines in a sweet spot

The Philippines is one of the world’s fastest-growing economies, and it shows no sign of slowing down.

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