Country Risk Blogs

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Emerging Market Currencies On The Edge

Two weeks ago in our online service, we outlined the degree to which emerging markets (EMs) remained vulnerable to rising US yields even after a significant sell-off between May and September. With...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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Rising Bond Yields In Emerging Markets

Since the end of the global recession in 2009, yields on emerging market bonds have headed ever lower, with historical lows recorded earlier this year in Poland, Mexico, Turkey and South Africa.  In...

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The Rise Of Generic Pharmaceuticals

The rise of generic pharmaceutical firms is transforming the global healthcare industry.  Providing insight on the dynamics within the pharmaceutical sector, Pharmaceutical & Healthcare analyst...

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The Future Of Beer In Emerging Markets

Facing weak growth in traditional markets, the world’s largest beer companies are expanding their presence in fast growing emerging economies, where rising incomes are boosting alcohol...

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