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emerging markets asia

Blog

India: Formalisation and digitalisation are creating opportunities

Findings from a research trip to India.

17 May 2024 Liliana Castillo Dearth
Accessories, Bag, Text
Blog

China trip: Three takeaways

Three findings from a recent research trip to China.

26 February 2024 Liliana Castillo Dearth
Road, City, Metropolis
Blog

Indonesian elections: Presiding over an emerging powerhouse

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

15 February 2024 Newton fixed income team
Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
Architecture, Building, City
Blog

Emerging-market equities 2024 outlook: Better prospects ahead

A combination of cyclical and structural factors drives our more constructive outlook.

22 December 2023 Liliana Castillo Dearth
Nature, Outdoors, Weather
Blog

Fading fortunes: The slowdown of cross-border capital into China

We explore the investment implications of a decoupling between China and the West.

06 December 2023 Meghan Bruni, Elias Glenn
City, Urban, Metropolis
Blog

The outlook for Asian income

We explore Asian income opportunities.

24 November 2023 Zoe Kan
Asian income: outlook
Blog

Asian income: outlook

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

24 May 2023 Zoe Kan
Episode 1: The New China Trade Reality
Blog

Emerging-market equities: finally time to shine?

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

25 January 2023 Newton emerging markets & Asia equities team
Russia and China: a new world order
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

04 August 2022 Paul Brain
Why global equity income remains relevant in a challenged world
Blog

Asian income: Avoiding the China problem

Investment risks are changing in Asia, and income opportunities are rising.

03 August 2022 Zoe Kan
The China policy assault
Blog

Cracking the China conundrum

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

27 July 2022 Newton emerging markets & Asia equities team
Winter of discontent?
Blog

Winter of discontent?

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

02 February 2022 Newton fixed income team
Deal or no deal?
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
India: Ready for a China-Style Takeoff?
Blog

India: Ready for a China-style take-off?

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

13 April 2021 Newton emerging markets & Asia equities team
Navigating the debt mountain
Blog

Navigating the debt mountain

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

03 November 2020 Trevor Holder
Blog

Time to panic?

What does the coronavirus mean for Chinese equities?

25 February 2020 Newton emerging markets & Asia equities team
Latin American spring?
Blog

Latin American spring?

As street protests spread across the region, is Latin America approaching a tipping point?

05 December 2019 Carl Shepherd
Blog

Megacities – where themes collide

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanisation.

21 November 2019 Newton global research team
Made in Vietnam?
Blog

Made in Vietnam?

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

19 November 2019 Newton emerging markets & Asia equities team
Blog

Trade trouble

As tariffs are hiked again, where does the US-China trade war go from here?

29 May 2019 Trevor Holder
Blog

Prop-ping up a powerhouse

How the property market continues to dominate the cyclical ups and downs of China’s economy.

15 April 2019 Brendan Mulhern
Blog

Driving us Caracas

Venezuela’s president and opposition leader are deepening a political crisis that could hold major implications for global markets.

19 February 2019 Carl Shepherd
Blog

Joining the dot-coms

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

09 January 2019 Newton emerging markets & Asia equities team
Blog

Electrifying growth?

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

07 December 2018 Newton emerging markets & Asia equities team
Blog

A tale of two countries

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

06 November 2018 Newton emerging markets & Asia equities team, Test test
Blog

Stating the case

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

23 October 2018 Newton emerging markets & Asia equities team
Blog

US decoupling: can it last?

Can the US equity market continue its stellar performance into 2019?

25 September 2018 Brendan Mulhern
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.