Emerging economies

Are you making this emerging markets mistake?

Many investors view emerging market economies as a homogeneous block, when they should be looking for returns at the country level, explains Gordon Fraser.

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Why our fund experts remain cautious despite risk asset rally

Developed and emerging market stockmarkets have bounced back, but our five fund experts are mindful that what goes up can also come crashing down.

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Modi’s re-election is good news for investors

The leader aspires to make India the world’s third largest economy by 2030.

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Trade noise is masking major emerging markets opportunity

Conrad Saldanha focuses on the macro backdrop and positive political reforms in his analysis of global emerging markets.

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China’s loss is Mexico’s gain

Mexico stands to benefit from the Sino-US trade war and there are clear signs of growing investor confidence in the country, argues John Leiper.

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Tactical Asset Allocator: India has a future too bright for investors to ignore

Rapid growth and soaring take-up of e-commerce makes the country a captivating prospect.

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What does a Modi victory mean for investors?

While Narendra Modi has won another term, Rukhshad Shroff and Raj Nair look beyond the general election result.

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ETF ideas to profit from fast-growing economies

Emerging markets are a heterogeneous grouping of countries with evolving economies, so a broad basket index tracker may be a good fit. Helaine Kang suggests ETF picks.

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Terry Smith steps back from investment trust: should investors vote with their FEET?

Since its launch in 2014, the trust has lagged both the emerging market indices and its sector peers.

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