Emerging Markets

After tariff deal, Japanese resilience remains

Economist explains why, despite a 15 per cent tariff and a $550 billion US investment mandate, the long-term prospects for Japan remain intact

After tariff deal, Japanese resilience remains

How three emerging markets might shed their 'marmite' reputation

Portfolio manager explains how political and business forces in South Korea, Brazil, and India might reset volatility for these key emerging markets

How three emerging markets might shed their 'marmite' reputation

Gold miners and banks fuel Canada’s market surge over the US

Vanguard says AI adoption and valuations could extend Canada’s edge for years

Gold miners and banks fuel Canada’s market surge over the US

When the dollar drops, investors look overseas for growth

US inflation risks and policy uncertainty keep pressure on US markets as defensive plays gain ground

When the dollar drops, investors look overseas for growth

Investors call US stocks overpriced yet still chase the 'Magnificent 7'

BofA poll finds 'Magnificent 7' tops crowded trades despite concerns over lofty US equity valuations

Investors call US stocks overpriced yet still chase the 'Magnificent 7'

Key investment themes emerge as market conditions remains challenging

Diversification gains prominence in significant investment shift, report reveals

Key investment themes emerge as market conditions remains challenging