The Transformation of emerging markets

Why ex-U.S. strategies should include more emerging markets

The move away from U.S. assets has been a major story throughout 2025. Alongside developed markets such as Europe, emerging markets have also received investor attention. Explore what the likes of PIMCO, S&P Global, and others have to say about these regions, below.

China’s Growth Engine Faces Fresh Challenges (PIMCO)

China’s recent property sector bust after a period of overbuilding could be fairly compared with Japan’s experience in the 1990s and the U.S. experience in 2008.

Thoughts from the Road: The Middle East (KKR)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Middle Eastern economies are going through several transformations, all of which are important for global investors.

The Strategic Case for an All China Framework (MarketVector Indexes)

For decades, global investment frameworks have treated China as a divided entity, classifying mainland China as an emerging market and Hong Kong as a developed market.

Private Credit in Asia 2.0 (AIMA)

Private credit across Asian countries is growing. Find out what is behind the drivers of growth and whether they are sustainable in this report.

Mapping the Hidden Wealth of Brazil’s Forests (MSCI)

Forests in Brazil can be significantly more valuable standing than when cleared for timber or agriculture, this modeling suggests.

Africa’s Energy Transformation Calls for New Financing Solutions (S&P Global)

Africa needs to diversify its energy mix and improve power supply stability to drive economic growth for its expanding population.

The Tactical, Temporary Truce (MUFG)

How will the U.S.-China trade relationship evolve? Are there any real solutions to the growing tensions?

India Insurtech Landscape and Trends (BCG)

India is quickly becoming an EM leader in new technologies, such as AI. This report explores how this transformation is happening and what is driving it.

Powering Low-Income Countries’ AI Opportunity (Oxford Economics)

AI promises to boost productivity across the world. Lower income economies are poised to benefit greatly from this technology.

Renewed Sino-U.S. Tensions (BNY Mellon Investment Management)

The China-U.S. relationship has been damaged by the recent waves of tariffs. The two superpowers must repair their relationship. It is in the interest of both to do so.

Financial Channel Implications of a Weaker Dollar(BIS)

This report explores the impact of a weaker U.S. dollar on emerging markets from different perspectives.