Emerging Markets Intelligence

Your source to the emerging & frontier markets

“…emerging markets will grow faster than the developed world for decades to come.”

Gideon Rachman, The Financial Times

The archive

Everything we have published

2024

  1. Guyana Stock Exchange Under ScrutinyDwarka Lakhan
  2. Catching the next Korean waveDina Ting

2023

  1. Consider This: Is India the new China?Kim Catechis
  2. India—prepared for takeoffDina Ting
  3. Financial inclusion efforts in Mexico give way to new market highsDina Ting
  4. Guyana to remain on path to prosperityDwarka Lakhan
  5. What’s in the price? MENA fixed income outlook for 2023Dino Kronfol

2022

  1. Potential tailwinds for Asian emerging markets in 2023Sukumar Rajah
  2. Smuggling gold, Guyana’s highest Money Laundering RiskDwarka Lakhan
  3. Lula returns to helm of world’s 12th largest economy: “Brazil is back”Marcus Weyerer
  4. Total public debt rising, not fallingDwarka Lakhan
  5. Can Guyana emerge as a hotbed for financial and related crimes?Dwarka Lakhan
  6. Guyana becomes key supplier of oil to EuropeDwarka Lakhan
  7. India: Three themes driving growthSukumar Rajah
  8. Diversifying Guyana’s non-oil economy tough without a development planDwarka Lakhan
  9. Stocks on Guyana Stock Exchange Rise DramaticallyDwarka Lakhan
  10. Middle Eastern Resilience: Improving Economic Activity and Defensive CharacteristicsDino Kronfol
  11. Miscalculations and RecalculationsManraj Sekhon
  12. Russia, Ukraine and ChinaStephen Dover
  13. 2022 Guyana National Budget – Heavy on Higher Living Standards (Part 2)Dwarka Lakhan
  14. 2022 Guyana National Budget – Heavy on Higher Living Standards (Part 1)Dwarka Lakhan
  15. 2022 MENA Fixed Income Outlook: A Regional Shelter From a Potential Global Inflation Storm?Dino Kronfol

2021

  1. Three Reasons We Remain Bullish on Emerging Markets Long TermChetan Seghal
  2. Southeast Asia’s Internet Economy: On a Fast TrackClaus Born
  3. What’s Next for the Emerging Market Recovery?Manraj Sekhon
  4. Community Group Buying: The Hottest Trend in China’s E-commerceClaus Born
  5. Bridging the ESG Gap in ChinaMichael Lai
  6. Earnings Matter in Emerging MarketsAndrew Ness
  7. Chinese New Year: How Investors Might Navigate Markets in the Year of the OxMichael Lai
  8. Emerging Markets: A Strong Year, a Stronger OutlookManraj Sekhon

2020

  1. Pandemic Accelerates New Economic Landscape for Emerging MarketsChetan Seghal
  2. Frontier and MENA 2021 Outlook: A New Era of InvestmentBassel Khatoun
  3. US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging MarketsAndrew Ness
  4. Emerging Markets: Just When You Think You’ve Seen It AllManraj Sekhon
  5. Local Investors Discover Brazilian StocksClaus Born
  6. Time to Revise Outdated Perceptions of Russia?Nicole Vettise
  7. Emerging Markets Rally as Economies Reopen in the Second QuarterFTI Emerging Markets
  8. A Turning Point for Emerging Market DebtNicholas Hardingham
  9. COVID-19 Challenges in African EconomiesDanesh Ranchhod
  10. PODCAST: How COVID-19 Is Testing the Resiliency of Emerging MarketsManraj Sekhon
  11. China Uses the Appropriate Tools in Its Kit—What’s Next for Chinese Equities?Michael Lai
  12. Why the MENA Region Can Survive US/China Trade DisputesBassel Khatoun
  13. A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging MarketsSubash Pillai

2019

  1. Emerging Markets: A positive outlook amid choppy watersDwarka Lakhan
  2. 2020 Outlook for Emerging Markets Equity InvestingManraj Sekhon
  3. Corporate Governance in Emerging Markets: Progress and OpportunityChetan Seghal
  4. Malaysia’s 2020 Budget: A Delicate Balancing ActSukumar Rajah
  5. India’s Surprise Tax Cut Comes at An Opportune TimeSukumar Rajah
  6. Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi ArabiaDina Ting
  7. Kuwait’s Emerging Markets Arrival Signals New Era of InvestmentBassel Khatoun
  8. From Imitation to Innovation: Emerging Markets’ Technology JourneyChetan Seghal
  9. South Africa: Political and Investment ViewDanesh Ranchhod
  10. The Answer Is Blowing in Brazil’s WindPaulo de Meira Lins
  11. Opportunities in the Next “Emerging” Emerging MarketDavid Haglund
  12. China's stock market is soaring this year. Is it too late to buy?Tyler Mordy
  13. China’s Re-Balancing ActSukumar Rajah
  14. Shifting Climate, Shifting OpportunitiesKrzysztof Musialik
  15. Emerging Markets Race Ahead in JanuaryManraj Sekhon
  16. The Impact of US Policy on Emerging Markets: Three Investor MisconceptionsChetan Seghal
  17. Emerging Markets Equity Investing: Never Waste a CrisisChetan Seghal

2018

  1. The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”Chetan Seghal
  2. October Market Recap and Outlook: A Sea of OpportunitiesManraj Sekhon
  3. The Race to Harness AI Technology in AsiaSukumar Rajah
  4. EM can prove attractive for income investorsDwarka Lakhan
  5. Though volatile, EMs can provide higher risk adjusted returnsDwarka Lakhan
  6. Case for investing in emerging markets remains intactDwarka Lakhan
  7. August Recap and Outlook: Finding Opportunities in VolatilityManraj Sekhon
  8. Trade Turmoil Doesn’t Derail Our Outlook for IndiaSukumar Rajah
  9. Of Currencies, Trade and Other CloudsChetan Seghal
  10. Unlocking Romania’s PotentialJohan Meyer
  11. Mexico’s AMLO: A New Kind of PopulistGustavo Stenzel
  12. Untapped Investment Opportunities in AfricaBassel Khatoun
  13. EM fundamentals sound in spite of volatilityTyler Mordy
  14. Emerging Markets Experience a Healthy Correction in MayManraj Sekhon
  15. Emerging Markets April 2018 Recap and Outlook: Look Beyond the HeadlinesManraj Sekhon
  16. An Active View of Emerging Market Small CapsManraj Sekhon
  17. US-Led Trade Dispute Could Present Opportunities in Emerging-Market StocksSukumar Rajah
  18. Why the MENA Region Appears to be on Firmer FootingBassel Khatoun
  19. Why It’s Not Time to Squeeze the Brakes on Indian EquitiesSukumar Rajah
  20. Emerging-Market ResilienceChetan Seghal
  21. Guyana, a frontier market in the makingDwarka Lakhan
  22. Saudi Arabia’s Emerging-Market PursuitBassel Khatoun
  23. Guyana, a frontier market in the makingDwarka Lakhan
  24. Emerging Markets Through the YearsMark Mobius

2017

  1. Emerging Market 2018 OutlookCarlos Hardenberg
  2. Back to BrazilMark Mobius
  3. Eastern Europe and the Polish SurpriseGrzegorz Konieczny
  4. Moody's Upgrades India's Bond and Currency Ratings for First Time Since 2004Dwarka Lakhan
  5. Croatia’s Many Cultural TiesMark Mobius
  6. Emerging Markets Third-Quarter Recap: A Stellar RallyMark Mobius
  7. Emerging Markets in the Digital AgeCarlos Hardenberg
  8. Mid-Year Outlook: The Resurgence of Emerging MarketsMark Mobius
  9. Emerging Markets Second-Quarter 2017 Recap: The Streak ContinuesMark Mobius
  10. China: Building Roads to the FutureMark Mobius
  11. As “new” China economy stabilizes, markets poised for upside surpriseDwarka Lakhan
  12. Odds of outperformance in emerging markets stacked in favor of active managersCaroline Grimont
  13. Busting the Frontier-Market MythsCarlos Hardenberg
  14. Reform and Reflation in ChinaEddy Chow
  15. South Korea Votes for ChangeMark Mobius
  16. Argentina’s ReturnMark Mobius
  17. Brazil and Other Bright Spots in Latin AmericaMark Mobius
  18. Why Things Aren’t What They Used to Be in Emerging MarketsCarlos Hardenberg
  19. South Africa’s Slow TransformationMark Mobius
  20. An Emerging-Market EvolutionStephen Dover
  21. India: Strong Growth Persists Despite New ChallengesIMF News
  22. Greece: Priorities for a Return to Sustainable GrowthIMF News
  23. Has investor pessimism toward Mexico gone too far? Make Mexico Great AgainTyler Mordy
  24. CPP forecasts highest real rate of return from emerging marketsDwarka Lakhan
  25. PwC: China and India to be most powerful economies of 2050Graham Buck
  26. China and Shadow FinancingMark Mobius
  27. Colombia on the mendDwarka Lakhan
  28. Emerging markets to lead global growth in 2017Staff Writer
  29. Global uncertainty looms as Trump prepares to take officeDwarka Lakhan
  30. All emerging market bonds are not the sameDwarka Lakhan
  31. Donald Trump holds first news conference since being electedSubhas
  32. Vietnam’s TransformationMark Mobius

2016

  1. Emerging-Market Equity 2017 OutlookMark Mobius
  2. Emerging Markets: Focusing on Fundamental ImprovementCarlos Hardenberg
  3. Central Banks and Stock Markets: a BOJ Case StudyMark Mobius
  4. Emerging Markets and a Trump Presidency: No Need to PanicMark Mobius
  5. Thai People Mourn Loss of Their KingMark Mobius
  6. Mexico Entangled in US Election as Banxico TightensMark Mobius
  7. Has China’s economy stabilized or is a crash still imminent? Postponed: China CrashTyler Mordy
  8. Progress and Improving Sentiment in ChinaEddy Chow
  9. Emerging-Market ResilienceMark Mobius
  10. Emerging-Market Small Caps: A Distinct Growth OpportunityMark Mobius
  11. Brazil on the Olympic StageGustavo Stenzel
  12. GST Reform to Boost India’s GrowthDwarka Lakhan
  13. Positive Trends and Political Challenges in PolandMark Mobius
  14. Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for SomeMark Mobius
  15. The time to invest in emerging markets is nowBrandes Investment Partners
  16. A Spiritual Journey in ThailandMark Mobius
  17. A Brief Take on Brexit and Emerging MarketsMark Mobius
  18. Malaysia and Islamic Finance in Emerging MarketsMark Mobius
  19. A Vision for Saudi Arabia’s FutureMark Mobius
  20. Will New Leadership Change the Outlook for the Philippines?Mark Mobius
  21. A New Era for ArgentinaMark Mobius
  22. We Still Don’t See a China Hard LandingMark Mobius
  23. Why We Think Mexico Is a Standout in Latin AmericaRodolfo Ramos Cevallos
  24. Brazil: Opportunities Amidst TurmoilBrandes Investment Partners
  25. Stock-picking most effective in ex-Asian marketsDwarka Lakhan
  26. China and India: Two giants you can’t ignoreDwarka Lakhan
  27. Emerging Markets Eclipse Developed MarketsDwarka Lakhan

2015

  1. Emerging Markets 2016 OutlookMark Mobius
  2. Malaysia’s Crisis of ConfidenceMark Mobius
  3. Consumption in China: From Commodities to KaraokeMark Mobius
  4. Are Emerging Markets Turning a Corner?Mark Mobius
  5. Canada & India Relationship to Remain Strong under New PM Justin TrudeauDwarka Lakhan
  6. Excel India and Chindia Funds win 2015 Lipper® Fund AwardsDwarka Lakhan
  7. Small Stars Can Shine BrightMark Mobius
  8. India: Interest Rates, Inflation and Manufacturing AmbitionsMark Mobius
  9. A Lens on Latin AmericaMark Mobius
  10. Investing alongside billionaires through the Excel Billionaire Leaders FundDwarka Lakhan
  11. A Fed Move Could Be Good News for Emerging MarketsMark Mobius
  12. Vietnam-EU Agreement: A Good Deal for Southeast AsiaMark Mobius
  13. When to Ride the Market Wave (and when to bail gracefully)Golden Girl Finance
  14. Building Corridors to the Future in PakistanMark Mobius
  15. On Market Corrections, and Keeping a Calm HeadMark Mobius
  16. China's Currency MovesMark Mobius
  17. Iran: Open for Business?Mark Mobius
  18. The Risk of Having a Home Country BiasRawn Lakhan
  19. The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?Mark Mobius
  20. Story of China Still Intact Despite Market DownturnMark Mobius
  21. Story of China Still Intact Despite Market DownturnMark Mobius
  22. Growth MattersMark Mobius
  23. Diplomatic Relations between Cuba and the United States Re-EstablishedStaff Writer
  24. Building for the Future: Infrastructure in Emerging MarketsMark Mobius
  25. Emerging Market Dividend Paying Companies Less RiskyDwarka Lakhan
  26. Developments in the Reform of China’s State-Owned EnterprisesMark Mobius
  27. China A Shares, Pakistan and Saudi Arabia set to be included in MSCI IndicesStaff Writer
  28. Drive to Reduce Corruption Dampens Luxury Goods Consumption in ChinaDwarka Lakhan
  29. State of Emerging Markets: All About Those [Central] BanksMark Mobius
  30. China’s renminbi set to become the newest global currencyStaff Writer
  31. Investor Sentiment Around the WorldMark Mobius
  32. A Pivotal Year for ASEAN?Mark Mobius
  33. Getting Emerging Market Exposure through Developed Countries Blue ChipsDwarka Lakhan
  34. Significant Slip—or Just a Blip—in Emerging Markets’ Foreign Exchange Reserves?Mark Mobius
  35. India Poised for Gargantuan LeapDwarka Lakhan
  36. A New Way Forward for Nigeria?Mark Mobius
  37. Once Forbidden Frontiers
Mark Mobius
  38. Hasenstab on Global Growth: Headwinds or Tailwinds?Michael Hasenstab, PH.D.
  39. Exclusive Interview: Emerging Markets High Yield Becomes Increasingly AttractiveRawn Lakhan
  40. Indian Equity Market Poised for Multi-Year GrowthDwarka Lakhan
  41. Opportunities in Islamic Finance GrowMark Mobius
  42. A Contrarian Case for BrazilMark Mobius
  43. Maturing Indian Bond Market Proving Attractive to InvestorsDwarka Lakhan
  44. Exclusive Interview: Prospects for Sri LankaRawn Lakhan
  45. Monetary Policy MattersMark Mobius
  46. Stock-picking key to investing in Latin America and Eastern EuropeDwarka Lakhan
  47. Will China’s Year of the Goat Bring Out the Market Bulls?Mark Mobius
  48. A Few Words on GreeceMark Mobius
  49. Center of Gravity of World’s Middle Class Shifts from West to EastDwarka Lakhan
  50. Economic Reform in Asia Brings Big Potential for Small CompaniesMark Mobius
  51. Developing countries to experience uptick in growth: World BankStaff Writer
  52. Africa's Electrifying FutureMark Mobius
  53. Income-starved investors finding higher income in emerging market bondsDwarka Lakhan
  54. Indian stock market set for a multi-year rallyDwarka Lakhan
  55. Two Emerging Market Funds in Top 10 2014 Performers in CanadaDwarka Lakhan

2014

  1. Oil and Emerging Markets: A Double-Edged SwordMark Mobius
  2. ASEAN’s Ambitious AgendaMark Mobius
  3. Malaysia’s Developing VisionMark Mobius
  4. Do clients need to add global assets?Dwarka Lakhan
  5. Indonesian OptimismMark Mobius
  6. Three Words for BrazilMark Mobius
  7. Focus on Long-Term Fundamentals, Not FearsMark Mobius
  8. Blurring the Lines Between Emerging-, Frontier- and Developed-Market StocksMark Mobius
  9. India, the sleeping giant awakesDwarka Lakhan
  10. Although risky, the search for yields leads to emerging market debtDwarka Lakhan
  11. Understanding frontier market risksDwarka Lakhan
  12. Potential political change as Brazilian presidential election nearsDwarka Lakhan
  13. Chinese economic growth stimulated by liquidity boostDwarka Lakhan
  14. The Leapfrog: The Role of Technology in Accelerating Emerging Markets’ GrowthMark Mobius
  15. Taking a “differentiated approach” to investing in emerging marketsDwarka Lakhan
  16. Banking on BRICSMark Mobius
  17. EM Intelligence Exclusive: Why Emerging Markets Now?Dwarka Lakhan
  18. Touring the Investment Landscape in the Czech RepublicMark Mobius
  19. Winds of Change in Saudi Arabia Investment ClimateMark Mobius
  20. Poland’s Growing ProsperityMark Mobius
  21. Capital Markets Reform in China: Gaining MomentumMark Mobius
  22. How Big Are Emerging Markets?Mark Mobius
  23. Mexico’s Road to ReformMark Mobius
  24. A Quarter Century of Emerging-Markets InvestingMark Mobius
  25. Nigeria: An African GiantMark Mobius
  26. Frontier Markets Find FootingMark Mobius
  27. United Arab Emirates: An Emerging Market Melting PotMark Mobius
  28. Emerging markets set to improveDwarka Lakhan

2013

  1. Charles Brandes – Top bets are outside North AmericaDwarka Lakhan
  2. Latin American markets are standing on their own feetDwarka Lakhan
  3. Emerging markets geared for growthDwarka Lakhan

2012

  1. Chinese economy keeps motoring onDwarka Lakhan
  2. Low debt, high growth – Opportunities in emerging marketsDwarka Lakhan

2011

  1. The Next 11: Are they the next big thing?Dwarka Lakhan
  2. Poised for gains with growth in emerging marketsDwarka Lakhan

2010

  1. Is African economic growth finally ready to take off?Dwarka Lakhan
  2. A new era of maturity and stability for Latin AmericaDwarka Lakhan
  3. Emerging markets: Non-Asian economies to growDwarka Lakhan

2009

  1. Look to frontier markets for clients who can stomach riskDwarka Lakhan
  2. Direction of developing economies uncertainDwarka Lakhan

2008

  1. Want growth? Look to emerging marketsDwarka Lakhan
  2. The EU12 – Newest EU members struggle with convergenceDwarka Lakhan
  3. Emerging Markets Outlook 2008 – Strong commodity prices expected to support growthDwarka Lakhan
  4. Asian economic powers coming under increasing scrutinyDwarka Lakhan

2007

  1. Asia set to play an important role in the global economyDwarka Lakhan
  2. South African economy is surgingDwarka Lakhan
  3. Vietnam expected to be the next Asian tigerDwarka Lakhan
  4. Investors see investing in Turkey in a favourable lightDwarka Lakhan

2006

  1. European emerging markets turning the cornerDwarka Lakhan
  2. Strong economic recovery in ArgentinaDwarka Lakhan
  3. Brazil buoyed by “order and progress”Dwarka Lakhan

2005

  1. The developing potential of Middle East marketsDwarka Lakhan
  2. Why emerging economies are proving world-beatersDwarka Lakhan
  3. Brazil’s economic comeback offers investment potentialDwarka Lakhan
  4. Europe, Latin America have overshadowed AsiaDwarka Lakhan

2004

  1. When high returns conflict with human rights issuesDwarka Lakhan

2003

  1. Emerging markets’ risk declines, rewards remain attractiveDwarka Lakhan
  2. Latin American equity markets lead emerging marketsDwarka Lakhan
  3. Market timing in emerging marketsDwarka Lakhan
  4. Opportunities in EEMEA group, Latin AmericaDwarka Lakhan

2002

  1. Foreign equity markets worth a serious lookDwarka Lakhan
  2. Emerging market recovery – Silver lining slides into sightDwarka Lakhan

2001

  1. Investing in the Philippines: Markets, and Hopes ReboundDwarka Lakhan
  2. To rehabilitate IndonesiaDwarka Lakhan
  3. Malaysian economy – On the road to recoveryDwarka Lakhan

2000

  1. Malaysian tiger roarsDwarka Lakhan
  2. Surprising strength in Pakistan marketDwarka Lakhan
  3. A recovery in the makingDwarka Lakhan
  4. Managers take country-and sector-specific approachDwarka Lakhan
  5. EMU membership on trackDwarka Lakhan

1999

  1. India reaps rewardsDwarka Lakhan
  2. Inefficiency=riskDwarka Lakhan
  3. Malaysia recovers healthDwarka Lakhan
  4. South Africa's deceiving blipDwarka Lakhan
  5. Frontier Markets – Investing in brave new worldsDwarka Lakhan