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Eric Wong
Article 5 min read

Central banks in emerging markets hop on the bond-buying bandwagon

EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow

Eric Wong + 4 others | 29 May 2020

Ian Samson
Blog 2 min read

EM outlook: For China and the Fed, old habits die hard

China and the US Federal Reserve are falling back on old habits, which should provide some desperately-needed comfort to emerging markets.

Ian Samson | 30 April 2019

Ian Samson
Blog 2 min read

EM outlook: Easier conditions, tougher growth

After a challenging end to last year, the start of 2019 has brought some tentative stability to emerging markets. But it is too early to issue the all-clear.

Ian Samson | 8 April 2019

Ian Samson
Blog 1 min read

Emerging market GEARs outperform sluggish Europe and Japan

Global GEARs suggest stability over the past two months, after a volatile end to 2018.

Ian Samson + 1 other | 18 March 2019

Catherine Yeung
Article 1 min read

Chinese stocks brace for increased capital flows

MSCI is quadrupling the weighting of Chinese shares in its benchmark indexes, highlighting the country's increasing centrality in global finance.

Catherine Yeung | 4 March 2019

Ian Samson
Blog 5 min read

Emerging Markets' glass might become ‘half-full’ - or China might smash it

Emerging Markets glass might become ‘half-full’ - or China might smash it

Ian Samson | 14 January 2019

Alex Duffy
Blog 6 min read

US trade tariffs and China: assessing the real impact

Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position

Alex Duffy | 20 December 2018

Ian Samson
Article 2 min read

China and emerging market GEARs deteriorate in December

Emerging market economic indicators deteriorate in December

Ian Samson | 19 December 2018

Ian Samson
Blog 3 min read

EM Outlook: It’s been a long time coming, but a change is going to come

Risks remain to the downside for emerging markets due to China’s slowing growth and toughening global conditions.

Ian Samson | 28 November 2018

Medha Samant
Blog 2 min read

India’s fundamentals remain strong despite falling rupee stoking EM fears

Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout

Medha Samant | 19 September 2018

James Bateman
Podcast 20 min listen

September's Rich Pickings podcast: A world at the mercy of America

The US is playing an increasingly central role in world markets. Why does this matter?

James Bateman + 4 others | 19 September 2018

Jan Berthold
Blog 2 min read

South African land expropriation will exacerbate economic woes and increase volatility

South Africa's proposed land expropriation is likely to add to souring of emerging market sentiment and trigger further sell off in the country's assets

Jan Berthold | 7 September 2018

Paul Greer
Blog 3 min read

As global liquidity tightens, Argentina’s troubles will continue

Argentina markets will remain vulnerable because of specific challenges, but all emerging markets are suffering from tightening global liquidity.

Paul Greer | 30 August 2018

James Bateman
Podcast 22 min listen

August's Rich Pickings podcast: Could Turkey's turmoils travel?

Is the Turkey crisis isolated or systemic? And if it does spread, where do Fidelity's asset allocators think its effects will be most significant?

James Bateman + 3 others | 17 August 2018

Andressa Tezine
Blog 2 min read

Turkey's policy response falls short

Turkey’s escalating financial crisis has raised concerns over contagion as selling has spread more broadly across emerging markets in recent days.

Andressa Tezine | 14 August 2018

Ian Samson
Blog 1 min read

GEAR levels show US economic exuberance could continue into H2

Our Gauges of Economic Activity in Real-Time (GEAR) show that US GEAR levels of 4 per cent almost exactly matched the second quarter GDP print.

Ian Samson | 30 July 2018

Eric Wong
Blog 8 min read

Revisiting the 'Fragile Five' at five

Five years since they were dubbed the 'Fragile Five', the emerging market economies of Brazil, India, Indonesia, South Africa and Turkey look more robust.

Eric Wong + 1 other | 24 July 2018

Ian Samson
Blog 3 min read

Emerging Markets outlook: Not out of the woods

Despite better data in June, the Fidelity Leading Indicator remains negative, especially in key EM-sensitive areas like global trade and commodities.

Ian Samson | 19 July 2018

Gary Monaghan
Article 3 min read

MSCI A-share inclusion is a milestone for China’s onshore capital markets

It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game.

Gary Monaghan + 1 other | 6 July 2018

Luc Froehlich
Article 5 min read

Why some investors are shifting allocation from EMD to Asia fixed income

Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.

Luc Froehlich + 1 other | 6 July 2018

Alex Duffy
Video 3 min watch

What I've learned: Alex Duffy on emerging markets, corporate governance and life on the farm

Alex Duffy, emerging markets portfolio manager, talks about how getting his hands dirty in a mine in Africa got him into a messy situation.

Alex Duffy + 1 other | 7 March 2018

Alex Duffy
Podcast 11 min listen

Currency risk: What developed markets can learn from emerging markets

Modern politics is making some developed market currencies unusually volatile. What can investors learn from emerging markets when it comes to currency risk?

Alex Duffy + 2 others | 2 February 2018

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