After an eventful year, many investors are asking: is investing in ex-state-owned companies in emerging markets still better than investing in the full market? Alejandro Saltiel explains why our answer is, yes.
For many emerging markets (EM) investors, navigating 2021 has felt like walking through a minefield. Joe Tenaglia explains how small caps have served as a quiet bright spot for EM investors.
The financial world seems fixated on Evergrande, the Chinese real estate company with a larger-than-life CEO and larger-than-average debt burden. Liqian Ren analyzes this latest event’s potential impact on the Chinese equity market.
VIE (variable interest entity) default risk is almost unavoidable when it comes to investing in China. Liqian Ren discusses how investors can assess and limit their exposure to VIE in their emerging markets portfolio.