Capital Group: Is China still relevant in the global supply chain?
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
Nations representing half of global GDP are holding elections this year – how will markets be affected?
Investors must pay less attention to immediate politics and instead focus on long-term climate policies
Emerging market growth is becoming increasingly dependent on fundamentals
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
A double whammy of political change and an upswing in commodities is a huge boost for the investment case for Brazil, according to BlackRock’s Will Landers.
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
Rising US consumption will boost the Mexican manufacturing sector and subsequent wider economic growth, according to the manager of BlackRock’s Latin American Trust.
According to Newtons Paul Schenk, Mexico remains very much a work in progress as expectations remain somewhat apart from reality.
A look outside the developed world brings huge opportunity for investment but also for innovative new collective terms and acronyms for various countries with shared characteristics, however tenuous.