Research notes from the road Thailand: Turning up the heat on ASEAN’s potential
Emerging Markets Equity Team
Veronique Erb, Portfolio Manager, RBC Emerging Markets Equity, explores Thailand and ASEAN's investment potential from Bangkok. She examines foreign direct investment inflows as companies diversify supply chains, the rise of medical tourism and healthcare innovation, and energy supply challenges following the Strait of Hormuz closure. Discover emerging opportunities in these dynamic Southeast Asian markets.
Polina's Perspective: When Washington burns and markets stay cool
Emerging Market Debt Team
Are we heading into a 'Blessed if you do, blessed if you don't' environment?" Following the IMF meetings, Polina Kurdyavko addresses the contrast between bullish sentiment and EM challenges, discussing geopolitical implications, Latin America's political shifts, and CEMAC opportunities amid rising risks.
Emerging markets: learning to fly
Emerging Markets Equity Team
Dijana Jelic, Senior Institutional Portfolio Manager, and Phil Langham, Head of EM Equities, explore how emerging markets are breaking free from developed market dependence. The piece examines rising domestic demand, intra-EM trade expansion, de-dollarization trends, and stronger macroeconomic fundamentals reshaping the global economic landscape. Learn about the investment implications of this pivotal shift in global economic power.
The potential advantages of investing in EM private credit
Emerging Market Debt Team
Mihai Florian, BlueBay Senior Portfolio Manager, addresses the misconceptions around emerging market private credit and why it might be time for investors to consider previously overlooked opportunities.
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