Tag : emerging markets

Weaker dollar, stronger fundamentals: Why emerging markets debt is back in focus

In partnership with MFS Investment Management

A weaker US dollar cycle is boosting the case for emerging markets (EM) debt, with stronger fundamentals enhancing resilience and elevated yields across hard and local currency bonds creating compelling entry points for investors seeking income and diversification, according to MFS Investment Management.

Weaker dollar, stronger fundamentals: Why emerging markets debt is back in focus

Mark Mobius, architect of emerging markets investing, dies at 89

The Editors

Apr 19, 2026

The veteran investor helped turn emerging markets from a marginal allocation into a mainstream institutional asset class and shaped generations of fund managers through his conviction-driven approach.

Mark Mobius, architect of emerging markets investing, dies at 89

China’s role in EM shifts from anchor to architecture

Nishtha Asthana

Mar 2, 2026

China is no longer being passively inherited through emerging market benchmarks, but it is not being tactically sidelined either.

China’s role in EM shifts from anchor to architecture

Blue economy boost for investors from High Seas Treaty

Richard Newell

Feb 11, 2026

The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.

Blue economy boost for investors from High Seas Treaty

Thai pension embraces private markets, tactical EM to boost returns

Kristina Shperlik

Jan 27, 2026

Thailand’s Government Pension Fund is pivoting away from some government bonds, including JGBs, and embracing emerging market equities in the pursuit of a more tactical, globally diversified strategy.

Thai pension embraces private markets, tactical EM to boost returns

Emerging Asia riding high on reforms and stronger balance sheets

Kristina Shperlik

Jan 20, 2026

From China and South Korea to Indonesia and the Philippines, EM Asia is poised for a multi-year re-rating as healthier debt levels, governance reforms and local capital cut reliance on foreign investment flows.

Emerging Asia riding high on reforms and stronger balance sheets

Korea's equity discount starts to crack as reforms take hold

Kristina Shperlik

Jan 13, 2026

Political turmoil in late 2024 created a valuation floor. A year later, Korea became one of the world's best-performing markets as investors began believing corporate reforms might actually work.

Korea's equity discount starts to crack as reforms take hold

Time to shine for EM debt

In partnership with L&G Asset Management

Investors can no longer overlook the performance and influence of emerging markets (EM) in the global economy. After delivering robust returns in 2025 despite global volatility, selective parts of the EM debt universe deserve a bigger role in global allocations, say L&G’s Ben Bennett, head of investment strategy for Asia, and Uday Patnaik, head of Asia fixed income and global EM debt.

Market Views: Will there be Santa Claus rally this year?

Kristina Shperlik

Nov 27, 2025

As the year winds down, investors must balance optimism with caution, positioning portfolios for both festive cheer and potential lumps of coal.

Market Views: Will there be Santa Claus rally this year?

East Timor SWF and Bangladesh Bank evaluate EM debt opportunities

Peter Brieger

Nov 26, 2025

Local currency and default risks are among the challenges for investors navigating emerging market debt. But they can be a good play for those looking to unwind some of their US debt positions, experts say.

East Timor SWF and Bangladesh Bank evaluate EM debt opportunities

Prudential challenges European ESG norms with localised transition framework

Heather Ng

Nov 23, 2025

Prudential seeks to balance fiduciary duty with climate goals—ensuring that sustainability strategies reflect regional realities rather than one-size-fits-all standards.

Prudential challenges European ESG norms with localised transition framework

Institutions flock to EMs as policy and fundamentals improve

Kristina Shperlik

Nov 18, 2025

A combination of disciplined fiscal management, resilient corporate earnings, and a decoupling from US monetary policy is reshaping the investment case for emerging markets, drawing renewed interest from global portfolios.

Institutions flock to EMs as policy and fundamentals improve