Hidden GEMs: Resilience and divergence: emerging markets are forging ahead in a new era for investors
Repeated supply shocks are redrawing traditional EM/DM distinctions, challenging conventional asset class behaviour and creating a compelling, often mispriced opportunity in emerging market debt – with structural shifts like falling renewable energy costs and AI broadening that opportunity set further. Conflict-related commodity market disruption is just the latest in a series of shocks testing […]
