G20 2019: Market Experts Weigh In
As the 2019 G20 summit kicks off, Emerging Market Views learned what market experts are thinking (and saying) about US…
Grim Prospects For A US-China Truce
As US President Donald Trump sticks to his threats of additional tariffs on China, portfolio managers Penelope Foley and David…
Playing Defense In Emerging Markets
Why should emerging-market investors exercise caution in a rising market? With big unresolved challenges, we think it’s prudent to target…
TriLinc Global CIO: Trade War Underlines Need For Southeast Asia To Rely Less on China, United States
The stand-off over trade between China and the United States should serve as a wakeup call to export-reliant Southeast Asia…
Carlyle Co-Founder Sees Emerging Markets Yielding ‘The Greatest Reward’ in the Coming Years
Many emerging market economies might not have the same magnetic appeal they once had for investors, tarnished by economic volatility…
Signs Of An Emerging Market Recovery Point To Stronger Earnings, But Shed Light On China Worries
Signs of a recovery in emerging markets early this year have given way to worries about China’s economic slowdown and…
Investors Betting on China’s Millennials
“Millennials kill insert-traditional-product” headlines —covering everything from diamond rings to mayonnaise to traditional weddings — have become a cliché in…
Venezuela: “Complications Ahead”
Since the U.S. recognition of Juan Guaido as the interim president of Venezuela in January and the subsequent imposition of…
“Blue Financing” Can Support And Sustain Emerging Economies
“Be part of the solution, not pollution” read one of the banners of the 15,000 British students that walked out…
Investors: Watch The Crowds In Chinese Stocks
After MSCI decided in February to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are…
Nigeria’s Delayed Election: Losses Could Top Billions
Every Nigerian general election since 2011 has been postponed, but never has it happened on such short and abrupt notice,…
EC World REIT Shows Unique Aspects Of US-China Trade War
Concerns over the U.S. trade war with China have hurt sentiment across a host of China-focused investments, but outside of…
