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emerging markets
Emerging Markets
Cambodia may be Asia's next frontier
Investors should not ignore Cambodia’s allure despite the dangers
November 23, 2023
Emerging Markets
Emerging-market companies at risk with US$400 billion of debt due
Emerging corporates have so far in 2023 defaulted on US$26 billion of debt
October 29, 2023
US stocks
ETF traders are pouring cash into emerging markets' non-China growth engines
'You don't want to brainlessly or mindlessly follow an index, right?'
September 10, 2023
Sustainability
Ninety One makes a case for actively investing in high-emitters to achieve net zero
Divesting in big emitters is “counter-productive” and has “absolutely no benefits on the real world”, says Ninety One’s Moola.
June 16, 2023
Global Economy
Will the global economy remain resilient and help Asia?
Economic activity around the world has been more resilient than feared
April 27, 2023
Global Markets
Plunging markets spur new intervention warnings across Asia
Questions are growing over whether increased intervention will be effective
September 28, 2022
Investing strategies
Global mutual funds still underexposed to Asia and EM despite attractive valuations: BNP Paribas AM
Despite a weak macro backdrop, Asia earnings has posted positive surprises
September 22, 2022
Emerging Markets
Will the woes of the Asian Financial Crisis resurface?
Investors should focus on this taxi company to mark the anniversary.
July 07, 2022
Emerging Markets
Foreign investors drained $40 billion from emerging Asia last quarter, and it could get worse
The reason foreign investors are selling shares is because central banks are tightening their monetary policy.
July 04, 2022
Cryptocurrency
Bitcoin is leading indicator of stock-market bottom, Mobius says
Mobius prefers to hold “some cash” for now and may buy Indian stocks in building-materials, software and medical testing
June 22, 2022