Natural herd immunity in predominantly young emerging markets populations looks set to offset slower vaccine rollouts, setting the stage for a resurgence in economic growth.

China’s economy should see a soft landing as stimulus is reduced, but the drag on global growth may place a burden on developed economies to keep stimulus taps open for longer.

A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.

Debt of many emerging market countries can offer robust yields and enhance portfolio diversification, provided the asset manager has the resources and sophistication to avoid potential pitfalls.

Headline figures may seem alarming but the real picture is much more nuanced

In prioritizing stability over all other objectives, China is borrowing from future growth while reducing policy ammunition to counter future shocks.

Trade, geopolitics, and emerging markets were top of mind at the recent annual meetings.

In emerging market equities, we see reasons to focus on value stocks and areas with attractive valuations.

The overall tone at the mid-April meetings of the International Monetary Fund and the World Bank Group in Washington, DC, was optimistic, albeit mindful of the differentiated political and idiosyncratic risks across emerging markets.

A plan to cancel the new Mexico City airport highlights the risk that President-elect Andrés Manuel López Obrador may implement some of his more costly campaign promises.

For now, markets are giving Bolsonaro the benefit of the doubt