Insights

This page brings together a selection of our latest thinking on emerging market such as  blogs, videos and market comment.​

19-10-2017

Insights

China’s Congress Convenes

What does China's 19th Communist Party Congress mean for investors?

17-10-2017

Insights

Scoping out South Korea’s Investment Landscape

Despite uncertainties, there are still many potential opportunities.

05-10-2017

Insights

Business and Politics in South Korea

Scandal has always been part of Korean politics, but we've seen signs this is changing.

29-09-2017

Insights

Tensions Rise on the Korean Peninsula

Concerns around increasing rhetoric and threats between North Korea and the US.

22-09-2017

Insights

Emerging Markets in the Digital Age

Carlos Hardenberg: emerging economies are embracing new technology.

06-09-2017

Insights

Travels and Travails

Why Mark Mobius never plans to retire from emerging markets.

29-08-2017

Insights

ASEAN's Golden Anniversary

The Association of Southeast Asian Nations (ASEAN) is 50 years old this month.

22-08-2017

Insights

Travels in Myanmar

What's driving GPD and foreign investment in this frontier market?

14-08-2017

Insights

Las Vegas, Macau and the Future of Work

Contrasting Las Vegas and Macau provides insight into how consumer tastes are changing.

02-08-2017

Insights

The Resurgence of Emerging Markets

What themes and sectors stand out for the second half of 2017?

25-07-2017

Insights

An Active Look at Small-Cap Investing

Addressing some common misconceptions about emerging market smaller companies.

13-07-2017

Insights

Emerging Markets Second-Quarter 2017

Key milestones and data points behind strong emerging market performance over the quarter.

05-07-2017

Insights

Lessons of the Asian Financial Crisis

July marks the 20th anniversary of the start of the Asian Financial Crisis.

27-06-2017

Insights

China: Building Roads to the Future

MSCI’s plan to include Chinese shares in some indices is a vote of confidence.

12-06-2017

Insights

Q&A with Mark Mobius

Questions on frontier markets, populism, mobile finance and more.

01-06-2017

Insights

Busting the Frontier-Market Myths

Carlos Hardenberg: frontier markets offer​ strikingly diverse opportunities.

25-05-2017

Insights

Brazil’s Political Bumps

Just as Brazil seems to be back on track, a new political scandal.

18-05-2017

Insights

Reform and Reflation in China

Key themes around China from Templeton Emerging Markets Group's recent investment conference.

09-05-2017

Insights

South Korea Votes for Change

New President Moon Jae-in, has a number of challenges ahead.

01-05-2017

Insights

An Ocean Voyage in Southeast Asia

A different view of opportunities in Thailand, Cambodia and Vietnam.

17-04-2017

Insights

Argentina’s Return

Things have changed in President Macri’s first year.

13-04-2017

Insights

Emerging Markets Q1 2017 Recap

Key events and data points as emerging markets make a strong start to 2017.

04-04-2017

Insights

Brazil and Other Bright Spots in Latin America

Frontline insights on Mexico, Peru, Chile, Argentina and Brazil.

23-03-2017

Insights

Why things aren't what they used to be in Emerging Markets

Carlos Hardenberg explains why today's emerging markets are very different.

16-03-2017

Insights

South Africa: Key Issues and Challenges

Labour, land and infrastructure, thoughts from Mark Mobius following a recent visit.

12-03-2017

Insights

South Korea’s Presidential Impeachment

Challenges, but it's difficult to be too negative." Mark Mobius' notes from a recent visit.

28-02-2017

Insights

A Travel Transformation in Emerging Markets

What more discretionary income means for leisure travel.

16-02-2017

Insights

An Emerging-Market Evolution

Why you can no longer consider emerging ma​rkets as one asset class.

20-01-2017

Insights

Media comment: President-elect Donald Trump's Inauguration

20-12-2016

Insights

Emerging-Market Equity 2017 Outlook

13-12-2016

Insights

Focusing on Fundamental Improvement