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EME Notes from the Road: China

Emerging Markets Equity Team

After a six city tour through China, our team reflects on the dominant themes across the mainland, including oversupply, deflation, and weak consumption.

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night shenzhen
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Polina’s Perspective: Can African nations go it alone?

Emerging Market Debt Team

After recent travels to Kenya and Angola, Polina explores the question hanging over boardrooms from Nairobi to Luanda, simple yet profound: can African nations maintain debt sustainability without the IMF's safety net?

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african sumset
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Emerging Market Debt: 2026 Outlook

Emerging Market Debt Team

As we step into 2026, the global economic landscape presents a constructive yet complex outlook for Emerging Market Debt.

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world money banknotes
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Emerging Market Equity: 2026 Outlook

Emerging Market Equity Team

2025 was a notable year for global markets, marked by a leadership reversal away from the U.S. to international equity and currency markets. In particular, EM equities have performed well, and in this year’s report, our EM Equity team explores the potential for this trend to continue.

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Riyadh skyline
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BlueBay Emerging Market Debt Update

Emerging Market Debt Team

Senior Portfolio Manager Anthony Kettle’s weekly BlueBay Emerging Market Debt commentary offers readers a concise yet wide-ranging macro overview. Kettle covers markets large and small, providing insight on how financial, political, and economic developments in one region affect markets elsewhere. Here is his latest insight.

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This material is provided by RBC Global Asset Management (RBC GAM) for informational purposes only and may not be reproduced, distributed or published without the written consent of RBC GAM or the relevant affiliated entity listed herein. RBC GAM is the asset management division of Royal Bank of Canada (RBC) which includes RBC Global Asset Management Inc. (RBC GAM Inc.), RBC Global Asset Management (U.S.) Inc. (RBC GAM-US), RBC Global Asset Management (UK) Limited (RBC GAM-UK), and RBC Global Asset Management (Asia) Limited (RBC GAM-Asia), which are separate, but affiliated subsidiaries of RBC.

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