Emerging economies

How US policy could benefit emerging markets

As America’s influence over emerging markets wanes and China develops its consumer economy, there are opportunities for investors.

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Eastern promise: Asia-Pacific and the hunt for reliable income

Mike Kerley, fund manager for Henderson Far East Income investment trust, explores the growing potential for reliable income in the Asia-Pacific region.

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A trade war truce over steak and Malbec

Whats on the menu for US/China relations in 2019? Andy Rothman reviews the landscape after Trump and Xi’s G20 dinner. 

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Asian equities: catching a falling knife

As an investor focused on value, when the herd moves in one direction, we tend to look the other way. We’re happy to go against the grain if the numbers tell us to.
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Little miracles: the large advantages of small companies

Chris Gannatti of WisdomTree Europe reviews the attractions of investing in smaller companies in the US, Japan, Europe and the emerging markets.

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Overlook emerging market volatility and see the opportunities

Chetan Sehgal discusses both Brazil and China as he argues against a pessimistic outlook for emerging markets.

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Emerging markets: is the worst of the storm over?

A strong dollar and the US/China trade war has weighed heavily on emerging markets – when will these pressures let up?

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Value emerges in Asia’s markets as panic sets in

Robert Horrocks sees reasons to be cheerful about the region’s profit growth.

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Does the largest shopping day in the world mask hidden risks for investors?

Asian markets can be volatile, companies can inefficiently allocate capital and corporate governance issues remain prevalent.

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