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Emerging Markets

Emerging Markets Turkey: a canary in the emerging market coalmine?
Investors are concerned that Turkey's currency crisis could destabilise emerging markets and the world economy. That's unlikely.
Alain-Nsiona Defise, Head of Emerging Corporates, Mary-Therese Barton, Head of Emerging Market Debt August 2018
Emerging Markets A tale of two emerging market crises
Argentina and Turkey have been at the heart of the recent sell-off. Investors should look to policymakers and governments for clues as to where these...
Anjeza Kadilli, Economist, Nikolay Markov, Senior Economist August 2018
Emerging Markets After the fall
Emerging market bonds have suffered in recent months, but fears of a renewed currency and debt crunch are overblown.
Alain-Nsiona Defise, Head of Emerging Corporates, Mary-Therese Barton, Head of Emerging Market Debt August 2018
Emerging Markets Where are emerging market currencies headed?
The sell-off in EM currencies since mid-April is not comparable to the 2013 taper tantrum. Has it gone too far?
Patrick Zweifel, Chief Economist July 2018
Emerging Markets Trip notes: Indian explorer
Thoughts from the Indian equities team.
Prashant Kothari, Senior Investment Manager July 2018
Emerging Markets Should we worry about emerging market debt levels?
How does EM debt in 2018 compare to 2009?
Patrick Zweifel, Chief Economist June 2018
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