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The room marked 'AI'
The room marked 'AI'
Concentration, conviction and why emerging markets still offer more than one story.
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Professional Investors
Asia's structural tailwinds come into sharper view
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East...
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Professional Investors
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing...
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Professional Investors
Renewable energy could define winners and losers in emerging markets
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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Professional Investors
Asia multi-asset in a fragmented world
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
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Professional Investors
Emerging markets debt holds firm amid rising geopolitical tensions
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing...
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Professional Investors
Emerging Market Debt Indicator – April 2026
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Professional Investors
Petrobras to Korean banks: EM value ideas
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning investors.
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Professional Investors
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
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Professional Investors
India versus China: Is the valuation premium justified?
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team, explains why India’s structural...
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Professional Investors
Middle East conflict tests emerging market debt
Middle East conflict tests emerging market debt
How are investors differentiating between emerging market credits?
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Professional Investors
Strait of Hormuz disruption: How will it impact emerging markets?
Strait of Hormuz disruption: How will it impact emerging markets?
A long closure could see many EM countries face recession risk.
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