Emerging markets

Fixed income at a crossroads: Emerging-market debt gains appeal

Bond markets in emerging economies offer high real yields, improving inflation trends and attractive FX valuations

India cannot continue to marginalise its nearly 200 million Muslim citizens and still achieve Modi’s goal of reaching developed-country status by 2047.

Can Modi turn India into a developed economy by 2047?

Achieving that vision would require sustaining annual growth of 7% to 8%, high levels of infrastructure investment, and ambitious structural reforms

Overall global income inequality appears to be declining thanks in large part to two emerging market giants, China and India.

G20: Will Asian emerging markets continue to drive progress?

For the first time in 200 years, global income inequality is declining. But income inequality within nations could set this on reverse

Multiple catalysts have driven the surge, including strong gains in many AI-focused Asian tech stocks and a weaker US dollar prompting money managers to diversify beyond American assets.

Emerging market stocks rise every month this year for the first time since 1993

The surge is driven by factors including strong gains in many AI-focused Asian tech stocks and a weaker US dollar

MSCI’s gauge of South-east Asian stocks is up 10% this year, trailing the broader emerging markets index’s 29% gain in its biggest annual underperformance since 2020.

Trump’s visit spurs hopes for South-east Asia as regional stocks struggle

The region’s equities seen ripe for rebound after investors pull nearly US$900m this month

Vietnam's stock market lists about 1,600 stocks, but the total market cap is concentrated in traditional 'old-economy' sectors such as financials and real estate.

Limited market depth, access hurdles could cloud the party for Vietnam market’s FTSE upgrade

A dearth of new listings since the pandemic, apart from a burst among stockbrokers, could further spoil the mood

Vietnam’s stock benchmark VN-Index has risen by over 34% this year.

Vietnam’s stock market makeover – what investors should know before 2026

The country is set to be reclassified as a secondary emerging market by global index provider FTSE Russell in September 2026

Burgeoning optimism over artificial intelligence (AI) advances in Asia promises further inflows into stocks and currencies across China, where companies such as Alibaba have emerged as standout AI plays, and the tech-heavy markets of South Korea and Taiwan. 

Bulls see piling into emerging markets as momentum returns

Emerging market (EM) assets look set to cap a banner year, with investors expecting inflows into equities and bonds to gain momentum in the final quarter. 

A weakening greenback, room for further rate cuts by central banks and historically low exposure from global funds are among the factors set to support the asset class.

Emerging market investor inflows are a 2026 story, BOA says

[HONG KONG] Emerging markets are likely to receive heavier inflows early next year as more evidence on the resilience of these economies fuels a further shift from US assets, according to Bank of Amer...