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Emerging Markets Monitor

What investors need to know about emerging markets today

India: No Small Part of Big Election Year Investment Insights
Investment Insights

India: No Small Part of Big Election Year

In this month’s Emerging Markets Monitor, we delve into the 2024 global electoral environment, casting a spotlight on India’s pivotal role.

Jan 22 2024 6 min read
EM Local Currency Bonds: Why Non-Dollar Assets Now? Investment Insights
Investment Insights

EM Local Currency Bonds: Why Non-Dollar Assets Now?

Learn why investors may want to diversify into non-dollar assets now in this edition of Emerging Markets Monitor.

Feb 23 2024 5 min read
Next Indonesian Leader Leans into Continuity Investment Insights
Investment Insights

Next Indonesian Leader Leans into Continuity

Learn what Indonesia's recent presidential election could mean for investors in this edition of Emerging Markets Monitor.

Mar 18 2024 5 min read
Mexico: What More Morena May Mean for Markets Investment Insights
Investment Insights

Mexico: What More Morena May Mean for Markets

As President López Obrador's term ends, we explore what a new leader could mean for Mexico's markets and debt.

Apr 24 2024 7 min read
Is Manufacturing Shifting From China to India? Investment Insights
Investment Insights

Is Manufacturing Shifting From China to India?

Amid de-risking trends and geopolitical challenges, the global manufacturing landscape may be undergoing a shift.

May 30 2024 5 min read
South Africa: Life After the ANC Investment Insights
Investment Insights

South Africa: Life After the ANC

South Africa's new political era could present opportunities and risks for investors. Learn more in this edition of Emerging Markets Monitor.

Jun 24 2024 5 min read
Poland: A Durable Link in the Supply Chain? Investment Insights
Investment Insights

Poland: A Durable Link in the Supply Chain?

Poland is an attractive supply chain partner, but challenges loom. Learn more in this edition of Emerging Markets Monitor.

Jul 30 2024 5 min read
Can Brazil Keep It Real? Investment Insights
Investment Insights

Can Brazil Keep It Real?

We believe Brazil remains an attractive source of opportunities. Learn more in this edition of Emerging Markets Monitor.

Aug 26 2024 5 min read
China’s New Stimulus Package: The Start of Something Big? Investment Insights
Investment Insights

China’s New Stimulus Package: The Start of Something Big?

China’s new stimulus package has rejuvenated the country’s equity markets with the promise of long-awaited fiscal support. Is it enough to get at the root of China’s economic woes?

Oct 03 2024 4 min read

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