EMERGING MARKETS
Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework
The Iran war marked the first major oil shock that did not trigger a broad...
Emerging markets in focus: The opportunity ahead
Emerging market equities currently trade near their widest discount to...
A wider pitch: Lessons from the largest football World Cup in history
Global capital markets have followed a similar path to the World Cup.
The room marked 'AI'
Concentration, conviction and why emerging markets still offer more than...
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply...
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging...
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies...
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global...
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across...
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across...
Petrobras to Korean banks: EM value ideas
Inefficiencies in emerging markets create opportunities for discerning...
Emerging markets shrug off Middle East turmoil
Volatility has not derailed the emerging market recovery.
