Long-term views on developing economies
China's slowdown is bound to affect the performance of some emerging markets (EM). However, looking at developing economies from a fundamental perspective, investors can still spot plenty of opportunities. Indeed, the return profile of many EM assets is higher relative to their developed markets counterparts. But so are the risks...
Emerging markets may achieve higher economic growth than developed markets because starting at a lower base leaves more room for catching up.
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Growth in India is expected to outpace that of China this year and next, with Indonesia following closely behind in third place among major economies, according to the OECD.
BRICS expansion follows the U.S. has seen its steepest-ever rate-tightening cycle, which along with the greenback’s safe-haven status has led to a sharp appreciation in USD.
This paper shows that emerging countries are less free and democratic than their developed counterparts, a reality that was hammered home by the events of 2022.
Occupier trends for cold storage facilities in Shanghai vary according to location, the presence of industrial clusters and surrounding infrastructure.
India’s transition to a diversified and low-carbon energy system is already underway, driven by supportive national policies and favorable economics.
Using country-level data, the authors find that where ETFs hold a larger share of financial assets, equity inflows and prices become more sensitive to global risk.
While the majority of the uptake of EVs is found in the United States, Europe and China, an increasing number are also penetrating markets in emerging economies.
For years, China has had various policies to promote the private purchase of renewable electricity, most notably the green certificate programme.
The potential of Brazilian agribusiness remains high. World demand for food will increase around 30% by 2050, bringing new challenges to the net zero agenda in agribusiness.