Viewpoints about Emerging Markets
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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Strengths and weaknesses across emerging markets: COVID-19’s uneven impact
The coronavirus pandemic is hitting some emerging-market economies harder than others. Join an EM equity specialist for a (virtual) global tour.
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Coronavirus breaks out beyond China: the implications for emerging-market debt
The potential economic consequences of the coronavirus extend well beyond China's borders. We take a closer look at the ramifications to manufacturers, supply chains, and emerging-market debt.
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Coronavirus outbreak: the impact on emerging-market equities
Across emerging-market equities, the impact from the coronavirus outbreak is likely to be far-reaching, but hardly uniform. We explore risks as well as potential opportunities.
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Argentina's primary election: unexpected results, but what's next for investors?
Argentina's primary elections appear poised to hand a surprise victory to the underdog candidate, and markets have been roiled by the news. We take a closer look at the implications for the country and investors.
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Why China's rising tide isn't lifting emerging-market boats
China’s latest stimulus appears to be a stabilizing force for the nation’s economy amid rising trade tensions, but it may not do much to lift other emerging markets or the global economy.
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The U.S.-China trade war—what could drive further market volatility
What could drive further market volatility now that the U.S.-China trade war has heated up again? Our market strategists discuss key indicators to watch.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.
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