EM Meta-Forecast: Q2 2025
Emerging markets got off to a strong start this year but trade volatility will have a profound impact on their prospects for the rest of 2025
Analysis
20 articles
China ramps up EM investments as tariff risks reorder market opportunities
EM asset performance reverses as Chinese companies hedge against Trump tariff risks
EM Meta-Forecast: Q1 2025
A comprehensive roundup of 2025 emerging and frontier market investment outlook reports
Headwinds strengthen for Latin America
High commodity prices might not be enough to shield Latin American economies from the fallout from global market upheaval
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.
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
🌍 Frontier Markets News, December 29th 2024
A roundup of the year’s top news from global growth markets
Argentina’s bet on itself pays off for investors
Argentina is coming back and investors should be paying attention
The tide is turning in Africa
Negative news coverage from Africa is overshadowing a surprisingly positive trend developing across the continent
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
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
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
Debt reform support rises but approaches remain unaligned
Countries agree that proactive support and systematic change is needed yet key players are diverging on specific policy approaches