Emerging markets

THE BROAD VIEW

The global e-commerce playbook is being rewritten in emerging markets

The asset manager made its maiden Indonesia investment in global instant noodle maker Indofood Sukses Makmur in June and plans for more investments.

Indonesia sell-off lures US$29 billion South African money manager who sees ‘compelling opportunities’

A Bloomberg index of emerging-Asia bonds is up 0.2% since the US-Iran deal.

Emerging Asia bonds draw global funds despite Fed hike fears

In many advanced economies, public debt now exceeds 100% of gross domestic product; Japan’s (above) debt remains around 240%.

What happens when public debt stops buying progress?

Companies in the MSCI EM Index have reported average annual earnings above expectations set a year ago for the first time since April 2022, data shows.

Soaring profits in emerging markets build the case for a raging bull market

Foreign investors have purchased about US$342 million of Thai bonds so far this quarter, reversing part of the roughly US$1 billion of net outflows recorded in March.

Thai long bonds draw funds with steepest curve in emerging Asia

Recent strains in private equity and private credit are a reminder that vulnerabilities built during years of ultra-low interest rates are now surfacing.
THE BOTTOM LINE

The next financial crisis could start with advanced economies’ sovereign debt

Manufacturing data showed that Asia’s factory activity expanded steadily in May, helped by some stockpiling, as companies attempted to get ahead of supply shocks stemming from the US-Iran war.

Emerging market stocks hit record as investors assess factory data, Mid-East peace prospects

The energy shock from the Strait of Hormuz's closure has not led to a collapse of Pakistan's public finances. There is no currency crisis, either.
THE BOTTOM LINE

Pakistan is defying some long-held investing myths