Emerging Markets

January 21, 2025
The risk of mixing politics and business
The Squeeze: Tesla shares have a political halo right now, but these don't last forever
January 21, 2025
Trump and the dollar set up struggles for emerging markets
Investors would be more justified than ever in exploring options outside of China
December 19, 2024
Emerging markets face another difficult year
Policy shifts in the US and China will test the resilience of developing economies
December 19, 2024
Trade wars vs state help: 2025 will be vital for China's recovery
The incoming US president will define what help the economy needs even after the latest government stimulus
December 19, 2024
Fund managers answer 12 key questions for 2025
We ask the professionals for their takes on how investors should approach what could be another year of macroeconomic and political upheaval
October 16, 2024
You don’t have to be invested in China to care about the market rally
Why a Chinese slowdown matters for all emerging market investors
October 01, 2024
China woes send elevator shares to the ground floor
Kone, Otis and Schindler have all been hit by declining demand
September 20, 2024
Why 'Big Pharma' will be the next China trade war battleground
Drug developers are on the hunt for new partnerships as lawmakers grow cautious
September 19, 2024
This quality trust is ripe for a re-rating
Its investment style might be out of favour right now, but its track record speaks for itself
September 17, 2024
Shares I love: TSMC
Without the company’s semiconductors, not much works, says Henderson Far East Income manager Sat Duhra

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