emerging markets (EMs)

Keeping portfolios limited to the Magnificent 7 is risky as this set of stocks is significantly undiversified.

The Adani Group dismissed the report as “maliciously mischievous” and said it’s exploring legal action.

“Our view remains that the Fed will not taper QE in 2021 and will not hike until 2024,” says Eli Lee of Bank of Singapore.

“We need a new capitalism — a more fair, a more just and a more equitable capitalism,” says Marc Benioff, CEO of Salesforce.

In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.

EM Asia economic recovery is set to outpace that of EM Eastern Europe and EM Latin America.

58% of the population in developing nations lack access to the formal banking network

The Covid-19 pandemic and the retreat of globalisation have widened the financial fortunes between developed and emerging economies. Does it mean the end of an era of supercharged catch-up growth for EMs?

Investors should invest in gold as a hedge and invest in South Korean equities, while avoiding EM sovereign bonds due to low yield.

Malaysia’s bonds have been the star performers in emerging Asia this quarter thanks to a succession of interest-rate cuts. Stubborn deflation and a shrinking economy mean there may be more to come.