Recent Articles from this contributor
EM investors who seek future upside shouldn’t lose sight of opportunities that lie just outside China’s borders.
Like their counterparts in developed countries, EM tech firms are getting a boost in the everything-from-home COVID environment.
China’s experience, along with that of a handful of other Asian EMs, may point the way to the end of the coronavirus pandemic and its heavy economic costs.
The public health emergency is just the latest reason for global companies to diversify supply chains out of China.
President Jair Bolsonaro has begun to make good on his promise to shore up the emerging market’s economy.
Countries like Vietnam, Thailand, Indonesia and India are now poised to become the next wave of winners as decades-old relationships are remapped, and new ones forged.