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Emerging Markets

Emerging Markets Are weak retail sales a bad omen for EM?
Growth in EM retail sales has slumped in the last six months. Should investors be concerned?
Patrick Zweifel, Chief Economist March 2019
Emerging Markets Modi versus Kahneman's Peak-End Rule
Despite some big moments, recent complications may take more than their fair share of the public's evaluation of Modi's India.
Prashant Kothari, Senior Investment Manager February 2019
Emerging Markets Time for EM currencies to strike back?
The growth deceleration in emerging markets will be much less pronounced than in DM according to our leading indicators. This growth gap in favour of...
Patrick Zweifel, Chief Economist February 2019
Emerging Markets Investing in China's stocks: the long and the short of it   
In this interview with Citywire, Pictet Asset Management senior investment manager Lan Wang Simond runs the rule over the Chinese equity market.
Lan Wang Simond, Senior Investment Manager February 2019
Emerging Markets Emerging markets - Where to find growth in 2019?
Latin America is the only EM region set to do better than last year. We look at the countries with the strongest prospects.
Anjeza Kadilli, Economist January 2019
Emerging Markets Five reasons to be optimistic on Russian equities in 2019
Russian equities outperformed Emerging Markets in 2018. In our view, we may see a repeat in 2019.
Hugo Bain, Senior Investment Manager January 2019
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