| Tales From the Emerging World • 28-Oct-2025 | |
Are the U.S. and Emerging Markets Converging?
Paul Psaila
For 15 years, U.S. stocks dominated while emerging markets suffered from repeated crises, leaving their assets deeply discounted. EM reforms have now rebuilt credibility while U.S. policy has grown more volatile. Paul Psaila, Co-lead PM, EM Core Strategies, posits that while a softer U.S. dollar is compressing U.S. premiums, EMs appear poised to outperform once the U.S. AI-led rally cools.
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| Tales From the Emerging World • 29-Sep-2025 | |
The Demographic Barbell
Jitania Kandhari, Audrey Muhirwa
A generational shift is reshaping the global economy. Millennials and Gen Z are fueling value-driven e-commerce, sustainable travel and experiences, while aging populations spur demand for healthcare innovation and eldercare. As Jitania Kandhari and Audrey Muhirwa note, portfolios must align not only with economic cycles but with human timelines.
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| Tales From the Emerging World • 22-Sep-2025 | |
Video: Vietnam Unleashes the Private Sector
Amy Oldenburg
Faced with tariffs from its biggest trading partner, Vietnam is undergoing a quiet revolution promoting the private sector as the engine of economic growth, reducing the size of the bureaucracy and initiating massive infrastructure projects. Amy Oldenburg explains why the reforms have led to unbridled optimism on the ground.
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| Tales From the Emerging World • 18-Aug-2025 | |
Video: Brazil - Rewiring the Economy
Amy Oldenburg, Eric Carlson, Ravi Jain
With structural reform momentum and the right fiscal course, Brazil stands on the brink of redefining its economic future. Join Amy Oldenburg, Head of Emerging Markets Equity, as she delves into Brazil's potential to unlock growth and fortify market resilience.
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| Tales From the Emerging World • 02-Jul-2025 | |
Brazil: Rewiring the Economy
Eric Carlson, Ravi Jain
Brazil has quietly implemented structural reforms over the past decade that are now beginning to reshape
the country’s long-term economic trajectory. Eric Carlson and Ravi Jain explain.
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| Tales From the Emerging World • 10-Jun-2025 | |
Video: EV Growth Accelerating in Emerging Markets
Amy Oldenburg, Eric Carlson
Given protectionism and tariffs, the short-term outlook for electric vehicles may seem uncertain, yet China and South Korea are quietly accelerating in emerging markets and beyond. Amy Oldenburg explains.
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| Tales From the Emerging World • 22-May-2025 | |
Video: China's DeepSeek Moment
Amy Oldenburg, Amay Hattangadi, Samson Hung
The emergence of China’s DeepSeek poses a significant challenge to U.S. dominance in artificial intelligence. The flurry of new startups emerging from the country’s low-cost AI sector will lead to new investment opportunities. In this video, Amy Oldenburg, Head of Emerging Markets Equity, examines the impact of wider adoption of AI.
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| Tales From the Emerging World • 06-May-2025 | |
Video: Grand Visions - The New Face of MENA
Amy Oldenburg
The Middle East and North Africa (MENA) countries are engaged in a flurry of activity to deliver on a series of ambitious plans that will encourage strategic investments, enact reforms and transform the region’s economy. In this video, Amy Oldenburg, Head of Emerging Markets Equity, explores the new face of MENA.
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| Tales From the Emerging World • 29-Apr-2025 | |
EV Growth Accelerating in Emerging Markets
Eric Carlson
Given protectionism and tariffs, the short-term outlook for electric vehicles may seem uncertain, yet the transition is quietly accelerating in emerging markets. Eric Carlson explain.
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| Tales From the Emerging World • 10-Apr-2025 | |
Grand Visions: The New Face of MENA
Amy Oldenburg
The Middle East and North Africa (MENA) countries are engaged in a flurry of activity to deliver on a series of ambitious plans that will encourage strategic investments, enact reforms and transform the region’s economy. Amy Oldenburg, Head of Emerging Markets Equity, explores the new face of MENA.
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| Tales From the Emerging World • 20-Mar-2025 | |
China's DeepSeek Moment
Amay Hattangadi, Samson Hung
The emergence of China’s DeepSeek poses a significant challenge to U.S. dominance in artificial intelligence and signals a dual-track approach to AI development. While a handful of companies lead the cutting edge research, a low-cost AI sector is beginning to take shape. Amay Hattangadi and Samson Hung explore potential investment opportunities in emerging markets driven by the wider adoption of AI.
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| Tales From the Emerging World • 12-Feb-2025 | |
The Unexpected Winners of a Divided World
Emerging Markets Equity Team
The true winners of the U.S.-China tug-of-war may turn out to be a number of overlooked frontier and small emerging market countries that are benefiting from historically low valuations. Steven Quattry points out that these economies, which are not in the direct crosshairs of trade wars, present unique uncorrelated investment opportunities and might be poised for rapid growth.
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| Tales From the Emerging World • 12-Feb-2025 | |
Video: The Unexpected Winners of a Divided World
Amy Oldenburg
The true winners of the U.S.-China tug-of-war may turn out to be a number of overlooked frontier and small emerging market countries that are benefiting from historically low valuations. Amy Oldenburg, Head of Emerging Markets Equity, takes a closer look.
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| Tales From the Emerging World • 29-Jan-2025 | |
Video: Saudi's Inner Focus
Amy Oldenburg
Saudi Arabia is pulsing with activity as it reaches the half way point of an ambitious plan to transform its economy and reshape its global image by 2030. Amy Oldenburg, Head of Emerging Markets Equity, examines the Kingdom’s progress.
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| Tales From the Emerging World • 27-Jan-2025 | |
Video: Malaysia's Newfound Stability
Amy Oldenburg, Amay Hattangadi, Uday Tharar, Aayushi Kukreja
Malaysia’s recent stability and steady growth are paving the way for its government to implement critical reforms. The country is well-positioned for increased investments, particularly in its expanding data center sector, capitalizing on the ongoing “tech war” between the U.S. and China.
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| Tales From the Emerging World • 20-Jan-2025 | |
Video: A New Era in South Africa
Amy Oldenburg, Paul Psaila
With the game-changing 2024 election victory of South African president Cyril Ramaphosa setting the stage for a new political and economic era, Amy Oldenburg, Head of Emerging Markets Equity, focuses on a report by Paul Psaila on how the new political landscape may impact the country’s economic future.
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| Tales From the Emerging World • 13-Dec-2024 | |
Saudi's Inner Focus
Amy Oldenburg
Eight years ago, Saudi Arabia initiated an ambitious plan to transform its economy and reshape its global identity by 2030. Amy Oldenburg, Head of Emerging Markets Equity, looks at the Kingdom’s progress to date.
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| Tales From the Emerging World • 22-Apr-2024 | |
Weaving India’s Future: A Tapestry of Green and Grey Energy
Eric Carlson, Candy Chao
India is undergoing a significant transformation to strike a balance between economic growth and sustainability, revamping its environmental reputation. India’s energy security and consumption growth is a significant investment theme for the coming decade as the country adds green capacity. Eric Carlson and Candy Chao explain.
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| Tales From the Emerging World • 17-Nov-2023 | |
Oil: Unrestrained, Underappreciated and Underinvested
Jitania Kandhari, Amol Rajesh
Despite growth in EV sales, oil demand has continued to increase over the past decade. With increased supply discipline and very attractive shareholder returns, we see a compelling outlook for oil prices and energy equities, Jitania Kandhari and Amol Rajesh of the Emerging Markets Equity Team explain.
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| Tales From the Emerging World • 24-Oct-2023 | |
Navigating Emerging Markets Healthcare Trends
Jitania Kandhari, Amay Hattangadi
Healthcare in emerging markets is underpenetrated, and as income levels rise, there is growing demand for better insurance providers and healthcare services. Private hospital groups, insurance companies and medical tourism providers can expect pockets of growth in response to these changing dynamics. Amay Hattangadi and Jitania Kandhari of the Emerging Markets Equity team explore.
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| Tales From the Emerging World • 03-Aug-2023 | |
Nigeria's New Dawn?
Emerging Markets Equity Team
Nigeria's new reform minded president looks to accelerate economic growth for Africa's largest economy, leading to investment opportunities targeting the rising consumer.
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| Tales From the Emerging World • 23-Mar-2023 | |
Untangling Supply Chain Linkages
Jitania Kandhari, Saumya Jain
Post-pandemic, untangling global supply chains through reshoring, friend-shoring and nearshoring has created opportunities for emerging markets like India, Vietnam, Thailand, Indonesia and Mexico. Jitania Kandhari and Saumya Jain of the Emerging Markets Equity Team explain.
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| Tales From the Emerging World • 09-Nov-2022 | |
Vietnam's Emerging Consumer Class
Emerging Markets Equity Team
Vietnam’s large, young and tech-savvy middle class, makes it one of a few countries to benefit from globalizing in a deglobalizing world and usher in the next generation of investments in emerging markets. Emerging Markets Equity team explain.
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The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.