Newton emerging markets & Asia equities team

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

How can investors get comfortable with corporate governance in China and broader emerging markets?

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

What does the coronavirus mean for Chinese equities?

A trip to Vietnam has highlighted the dual opportunity of the growing middle class and potential trade-war tailwinds.

How our ‘net effects’ theme contributes to investment decisions in emerging markets.

How our ‘Earth matters’ theme is guiding us towards investment opportunities in emerging markets.

Turkey and Argentina are adopting radically different approaches as they attempt to remedy their economic ills.

How our ‘state intervention’ theme helps us to select our emerging-market investments