Despite widespread misconceptions, the emerging corporate credit market is ‘more of a teenager than a baby’, and with that maturity has come more stability and more opportunity
China must prioritise reviving economic activity, or risks a deflationary trajectory reminiscent of Japan’s lost decades
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
China funds could be back on the menu after roaring back with some of the highest returns of 2024
Three fund managers on stocks they are excited about right now
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
