Global Perspectives

  • Are Emerging Market Equity Strategies a Bet on China?

    China and Chinese tech companies are a significant part of the emerging market equities index, and for good reason. But disciplined portfolio diversification and balance can effectively manage risk exposures.

  • Digitization Drives Transformation of Key Sectors in Indian Economy

    Digitization in banking and retail comes in the wake of a massive cellular network rollout, creating attractive investment opportunities in India.

  • The Salutary Effects of Coronavirus-Stricken Energy Prices

    While energy investment retrenches in the wake of COVID-19’s historic impact on oil and gas markets, consumers will benefit as economies reopen. Selective and patient investors should too.

Effective investing in emerging markets requires in-depth knowledge driven by constant curiosity. Emerging Views is Thornburg’s online portal to share our timely discoveries, perspectives and insights into this complex, dynamic and always evolving space. Check back often for the latest thought-provoking contributions.

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