Analysis

Analysis / Middle East

Mid-term report card on Saudi Arabia’s Vision 2030: ‘Could do better’

London-based consultancy Capital Economics says the much-publicized frustrations of Saudi Arabia’s ambitious Vision 2030 strategy are balanced by some solid successes

Nojan Rostami Aug 29, 2025

Analysis / EM Macro

China ramps up EM investments as tariff risks reorder market opportunities

EM asset performance reverses as Chinese companies hedge against Trump tariff risks

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Ken Stibler Mar 1, 2025

Analysis / EM Macro

EM Meta-Forecast: Q1 2025

A comprehensive roundup of 2025 emerging and frontier market investment outlook reports

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FMN Team, Ken Stibler Feb 21, 2025

Opinion / Analysis

Headwinds strengthen for Latin America

High commodity prices might not be enough to shield Latin American economies from the fallout from global market upheaval

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José Martinez Sanguinetti Feb 10, 2025

Analysis / EM Macro

Climate change adds urgency to EMs’ renewables strategies

The ambitious renewable energy strategies of many emerging markets are colliding with the harsh realities of climate change.

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Ken Stibler Jan 29, 2025

EM Macro / Analysis

Opportunities abound for active bond investors

Global policy uncertainty and the changing contours of globalization create fertile ground for active emerging and frontier market bond investors

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Witold Bahrke Jan 10, 2025

Newsletter / Analysis

🌍 Frontier Markets News, December 29th 2024

A roundup of the year’s top news from global growth markets

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FMN Team Dec 29, 2024

Latin America / Analysis

Argentina’s bet on itself pays off for investors

Argentina is coming back and investors should be paying attention

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Thea Jamison Dec 24, 2024

Africa / Analysis

The tide is turning in Africa

Negative news coverage from Africa is overshadowing a surprisingly positive trend developing across the continent

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Charlie Robertson Jun 21, 2024

Latin America / Analysis

Latam trade: Another opportunity missed?

As China makes more strategic moves into Latin America the region’s governments need to address trade imbalances with the EU and the US

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FMN Team Jun 15, 2024

Africa / Analysis

Egypt is (probably) different this time

If Egypt’s government can stick to its reform plans the country stands a good chance of resolving some of its most persistent challenges

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Charlie Robertson Mar 31, 2024

Global / Analysis

Data center investment shifts to emerging markets

Regulatory scrutiny and rising energy needs in traditional data center hubs has spurred developers to look across EMs for more power and new land

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Ken Stibler Mar 3, 2024