CAPITAL IDEAS^TM

Emerging markets

India

Will India be the breakout emerging market this decade?

Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?

Fixed Income

Outlook for credit sectors

India

Can India take advantage of growing China Plus One strategy?

Trade

Reshoring supply chains: What does it mean for investors?

Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

Equity

Why research is critical when it comes to China investing

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Fixed Income

Look to credit opportunities amid bond market rout

Emerging Markets

Emerging markets and rising US interest rates

Market Volatility

Relative value in EM local markets

Emerging Markets

Does the EM debt repricing present a good entry point?

China

My investment lessons from 40 years in China

China

How to think about investing in China today

Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

Market Volatility

Q&A on Russian debt

Market Volatility

Commodity prices drive differentiation within EMD

Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

China

How demographic challenges are shaping the China investment story

China

How demographic challenges are shaping the China investment

Emerging Markets

10 trends reshaping the future of emerging markets