Emerging Markets Reimagined: Quality, Diversity, and New Opportunities (Mawer IM)
For many investors, emerging markets still conjure a reductive caricature: low-income economies, recurring…
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Emerging Markets: The Map Is Not the Terrain (Orbis Investments)
This white paper argues that the map is now outdated. Valuations, fundamentals, policy regimes, currency dynamics…
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Fidelity’s Analyst Survey 2026 (Fidelity International)
Discover how Fidelity’s global analyst team is assessing the outlook for growth, inflation, and corporate…
Emerging Markets: Where Diverse Stories Build Resilience (Fidelity International)
Emerging markets (EMs) are diverging from a single narrative. This paper highlights how structural differences…
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