Research notes from the road China and Hong Kong: Beneath the headlines
Emerging Markets Equity Team
Angel Su and Christoffer Enemaerke discuss China's transformation through firsthand observations across Guangzhou, Shanghai, and Hong Kong. Their note highlights regional connectivity ambitions, leisure-led consumption shifts, AI competition, and humanoid robotics development while identifying compelling bottom-up opportunities as quality Chinese companies prioritize shareholder returns.
Polina's Perspective | The Sapeurs of Brazzaville: a tale of style and substance
Emerging Market Debt Team
Polina Kurdyavko, Head of BlueBay Emerging Markets, reflects on CEMAC's economic challenges following her Republic of Congo research trip. The piece comments on regional reserves, expensive debt, weak public finances, and Cameroon's leadership. It also highlights Congo's promising reforms and identifies a critical six-month window determining whether transformation or crisis emerges.
AI in emerging markets equity investing
Emerging Markets Equity Team
The RBC Emerging Markets Equity team examines how integrating AI is an amplifier of competitive advantages in emerging markets investing. They address their strategic approach across efficiency gains, bias reduction, and enhanced decision-making, while identifying how it affects the investment process.
Highlights from the RBC EM Equity team offsite 2026
Emerging Markets Equity Team
The RBC Emerging Markets Equity team reviews competitive positioning, portfolio construction, and emerging opportunities during their 2026 annual offsite. Discussions explore analysis of a new EM cycle, regional opportunities, and AI integration.
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