European nations have ‘critical role’ in investing in emerging economies – ODI
Barrier to increased investment more behavioural than regulatory, thinktank argues
Emerging Markets
-
-
Dollarisation in emerging markets: Does it actually work?
Nicholas Hardingham look at dollarisation within EM countries and assess whether it’s a successful fast track to restoring economic equilibrium
-
What does the Indian election result mean for investors?
Weaker than expected result for the Modi-led BJP sent Indian equity markets into a brief spin, writes Christian Mayes
-
Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
-
What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals Emerging markets have never been homogenous, but in 2023 their fortunes diverged more than ever before. On the one hand was China, where stockmarkets slumped for a third consecutive year. On the other was India, Latin America and Taiwan, where punchy economic growth was reflected in…
-
Will frontier markets benefit from deglobalisation?
For some time, it has been clear the baton of economic growth would pass from China, but it was not always clear who would carry it forward While interest rates and inflation have been the driving forces for markets in 2023, in the longer term, the shift in the geopolitical landscape may prove more significant.…
-
Have the easier equity gains been made in Latin America?
The region compares relatively favourably to other emerging markets, writes Cherry Reynard, but it is still struggling for attention versus its Asian peers While the world is adjusting to ‘higher for longer’ interest rates, there is one region that is moving in the opposite direction: Latin America. Brazil, Chile and Peru have already dropped rates,…
-
From acronym to alliance: Can BRICS challenge status quo?
Following the expansion of the BRICS group, Sarah Godfrey looks at which constituents offer the best opportunities Last month saw the 15th BRICS summit take place in Johannesburg. At the meeting, the five members of the group – Brazil, Russia, India, China and South Africa – announced that they were inviting six more countries – Argentina, Egypt, Ethiopia, Iran,…
-
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
-
Is China a ‘dead weight’ in emerging market equity funds?
China is down some 17% so far this year – a serious concern for EM investors, given it accounts for 30% of the MSCI Emerging Markets index China has exerted a major drag on emerging market indices over the past two years. First, state interference in its high value internet companies pushed markets lower, then…
-
Estonia easiest emerging Europe country to invest in
Estonia has been identified as one of the easiest countries for investors to do business in by the Investment Promotion Report 2023. The report, published by Emerging Europe, picked out several factors for this conclusion, including the nation’s ease with electronic systems and infrastructure. “Estonia stands out as a frontrunner, saving an impressive amount of…
-
Largest European IPO takes place in Romania
Europe’s largest IPO of 2023 was confirmed this week when Romanian electricity producer Hidroelectrica began trading in Bucharest. The firm’s capitalisation has been pegged at more than €10bn, with its stock rising nearly 11% on the first day of trading. According to Balkan Green Energy News: “After several failed attempts over the past decade, Romania’s…