Cathy Hepworth

Emerging markets such as India have an opportunity to play a larger role on the global stage and engage with multiple players. There is the possibility to change trade and financial flows.

Can emerging markets thrive in ‘Trumplandia’?

The vulnerability of these EMs is best analysed through the lens of fundamentals, valuations and qualitative factors. Some may weather the uncertainty well

Mexico's President Claudia Sheinbaum has indicated her willingness to work with Trump after the country was called out  for narcotics and immigration flows to the US.

How Trump’s policy agenda impacts emerging markets

By leveraging interest rates, foreign exchange, trade and capital flows, the new US administration can affect the growth of these countries

Among major emerging-market economies, one surprise is the strong margin of victory for Mexico president-elect Claudia Sheinbaum, who should be more supportive of US nearshoring efforts and public-private investments than her predecessor.

Political stability in emerging markets is good news for debt investors

Election outcomes across the developing world appear to support growth as US elections loom

Global supply chains are forging geopolitical alliances to source critical goods, such as semiconductors.

Five structural shifts supporting EM debt

Emerging markets debt has seen better days but even better days may lie ahead

The Brazilian real is among emerging market currencies that look attractive.

As great powers tussle, opportunities rise in emerging market debt

Sovereigns offer attractive yields and disinflationary trends could unlock currency gains