Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
The impact of a coronavirus-based economic slowdown is a global GDP story, but more recently there has been an emphasis on the impact for China and emerging markets
Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year
Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers
The impact of a coronavirus-based economic slowdown is a global GDP story, but more recently there has been an emphasis on the impact for China and emerging markets
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