CAPITAL IDEAS^SM

Emerging markets

China

My investment lessons from 40 years in China

Steve Watson
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
China

How demographic challenges are shaping the China investment story
China

How demographic challenges are shaping the China investment
China

What I learned on a trip through China
Fixed Income

EM inflation elevated, but relatively contained
Emerging Markets

Frontier markets post-pandemic
China

China's economy risks a sharp slowdown in growth
Emerging Markets

10 trends reshaping the future of emerging markets
Equity

Are emerging markets on the cusp of a dividend boom?
China

What does heightened China risk mean for investors?
Global Equities

5 investment lessons from the pandemic era
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive
Currencies

4 things global financial cycles are telling us
Emerging Markets

Why emerging markets local currency debt in 4 charts
China

China: moving from world’s factory to high-tech innovator
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen
Emerging Markets

Why invest in EM local currency debt?
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Fixed Income

What will be the key factors driving EM debt in 2021?
Equity

Capital Ideas Talks with Martyn Hole
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets
Multi-Asset

Emerging market exchange rates: cheap or value traps?
Emerging Markets

Emerging market equity investing and the role of geographical boundaries EAAU
Emerging Markets

Emerging market debt in the new decade: an active approach
Markets & Economy

Is the dollar’s stumble a sign of things to come?
Emerging Markets

Emerging markets: Into the new decade
China

China’s biopharma industry moves closer to inflection point
Emerging Markets

Emerging market debt: three months into the crisis
Emerging Markets

How will emerging market debt emerge from the crisis?
Emerging Markets

Emerging market equities: Short-term pain, long-term gain?
Emerging Markets

Digging deeper into emerging market debt