All Emerging Market articles – Page 5
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White papersThe year of EM elections
Analysis suggests that while fiscal and monetary policy tend to ease moderately during election years, there has been little broader impact on underlying macroeconomic trends.
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White papersPowerhouses of growth in South-East Asia
As we look into 2024, we like countries and sectors with dominance in either local macro strength or global exports. We already discussed India in our previous insight. Our two other country overweights are Indonesia and the Philippines. We outline the reasons why in the latest instalment of our outlook series on Asia equities.
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WebinarWebcast – The global macroeconomic outlook for 2024
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the US, the eurozone, the UK and emerging markets.
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White papersMirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papersMacroeconomic and financial market forecasts - March 2024
Macroeconomic forecasts as of 7 March 2024
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White papersIndia in 2024: a trio of new positive catalysts
2024 will undoubtedly be a year of weaker global growth, largely led by the US and China. Yet we believe the combination of 1) a US soft landing, 2) slowing global inflation and 3) global monetary easing will mean riskier assets perform better. We believe strong returns are possible for Asian equities, especially when GDP growth projections are much higher for Asia ex Japan than for developed market peers.
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White papersDiscover Growth
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
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Video2024 Outlook
CIO Sean Taylor shares his outlook for 2024, including his views on Japan and emerging market countries like Brazil, China and India.
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White papersEmerging Japan
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
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White papersESG in China: A hidden opportunity
Done in the right way, ESG investing in China could present responsible investors with an edge.
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White papersAsia ex-Japan Equity: Letter to Investors
In our latest Letter to Investors, Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity, looks at the remarkably attractive valuations on offer at the present time, and the implications for long-term investors.
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White papersMacroeconomics, Geopolitics, and Strategy - February 2024
Disruption in the Red Sea is prompting speculation around inflationary shocks just as in the Covid era So, what differs today from the post Covid experience to make the impact more micro than macro and more regional and sector specific than global?
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White papersEmerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets
”The growth premium over Developed Markets is at its highest levels in almost five years, and is expected to continue widening next year despite the global economic slowdown.”
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White papersESG Materiality H2 2023: Spotlight on China
In the latest issue we focus on China and look at the crunch ESG risks and opportunities in the world’s second-largest economy. We also provide an update on our voting and engagement activity over the last 12 months.
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White papers2024 Emerging market fixed income outlook: Back with a vengeance
Upon entering a New Year, we find ourselves in a somewhat similar market situation as the end of last year, still hoping for better times for global fixed income assets amid legacy pressures from tight global liquidity, high policy rates, and a strong USD.
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WebinarNavigating Emerging Markets Through the Ballot Boxes
Join us on Thursday 1 February, as Yerlan Syzdykov, Global Head of Emerging Markets and Anna Rosenberg, Head of Geopolitics for Amundi Investment Institute, assess how geopolitical shifts could impact emerging markets, dive into market trends and explore the investment opportunities that are shaping the asset class.
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White papersChina’s Struggling Economy Masks a Promising Investing Landscape
Investor sentiment toward China has soured after a tough year for the economy and stock market. But the painful economic transition is also creating real opportunity.
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White papersChina’s pivot: steering through turbulence to sustainability
”The goal of Chinese policymakers is to manage the economic transition; this suggests deleveraging has become the new priority over the old growth-centric approach.”
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White papersBack to the Future? New Forces Could Revive Emerging-Market Equities
Q&A with Sammy Suzuki, Head of Emerging Market Equities, who discusses the outlook for an asset class that has struggled to overcome a decade of disappointment.
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WebinarWebinar | Macro outlook for Asian and emerging market fixed income
Watch the replay of our webinar: Macro outlook for Asian and emerging market fixed income.
