Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
Mexico
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Matthews CIO: ‘Latin America is cheap for a reason’ and has a ‘bumpy road’ ahead
Investors are excited about a potential boost from rate cuts, but Sean Taylor warned it may be too early to call
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Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
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Capital Group: Is China still relevant in the global supply chain?
As globalisation regresses, Chau Nguyen explores China’s future on the global stage
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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Elections bring uncertainty but investors must stay hopeful
Investors must pay less attention to immediate politics and instead focus on long-term climate policies
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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BlackRock on Brazil: “If not now, then when?”
A double whammy of political change and an upswing in commodities is a huge boost for the investment case for Brazil, according to BlackRock’s Will Landers.
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Emerging markets: Three regions on the radar
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
