Emerging markets

Emerging-market bonds poised for ‘very strong run’ after years of outflows: Aberdeen

Drivers include the improved credit ratings of these economies and potential Fed rate cuts

JPMorgan volatility indices show developing nations’ currencies have swung less than their G7 peers for nearly 200 straight days.

Carry trade, commodities make EM currencies more stable than G7

Weaker US dollar and expectations for gradual Federal Reserve easing have reduced pressure on developing markets

A digital bridge is rapidly connecting rural communities across Asia's hinterlands. The next half-billion Internet users will mostly come from Asia's villages and small towns in the next few years.

Galloping across the digital bridge: rural Asia’s ‘fire horse’ transformation

The momentum behind the region’s digital bridge is now unmistakable

The Brazilian central bank's headquarters in Brasilia. Like some other Latin American economies, Brazil faces an election cycle that may introduce volatility, but market-friendly outcomes could act as a tailwind.

Emerging market bonds: Resilient amid slower rate cuts

Latin America stands out as one of the more compelling regions

The Jakarta Composite Index fell as much as 16% over two days after the MSCI warning. It pared some of its losses slightly on Jan 30 before continuing to decline into February.
BT EXPLAINS

From emerging to frontier market: Why MSCI’s potential downgrade hit Indonesia so hard

Analysts have mapped out potential outcomes for Indonesia, ranging from a relief rally to a complete market exit

Despite pressure on its local economy, exports have accelerated, helping generate a record trade surplus of US$1.2 trillion.

Emerging Asia lures capital as geopolitics rattle risk appetite

Inflows into North and South-east Asian equities have reached US$3.3 billion so far in January

Above: Singapore Exchange at Raffles Place.  Asia’s superior growth dynamics, attractive valuations and resilient policy frameworks are making EMs, and Asian EMs in particular, the standout opportunity for 2026.
RETHINKING MATTERS

Local hero: Asia’s risk markets

Conditions are finally ripe for Asian equity markets to outperform those in developed peers in 2026

Funds are planning to raise billions for new private credit strategies in 2026 and increasingly report interest from pension, insurance and sovereign players.

Sovereign wealth funds join clamour for private credit in EMs

Industry figures put 2025 as easily the biggest year on record

TSMC was among the top contributors to the rally in emerging market stocks.

Emerging market stocks set for record high on tech optimism

EMERGING market (EM) stocks were on track to hit a record, buoyed by persistent gains in Asian technology shares that have fuelled risk appetite across the developing world.

Emerging markets’ share of global stock and bond benchmarks is on the rise.

Emerging markets bring high hopes for 2026 after stellar year

This year’s capital rush into the sector is a sign more investors are allocating to a sector that’s been out of favour after years of lacklustre performance