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QUICK LINKS
In the latest episode of the Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues joins Nick Robinson to discuss commodities.
Four of our most senior investors give their top ideas for the rest of 2024 and beyond, based on abrdn’s latest global outlook. Do you agree with their choices?
We look at a few of the small- and mid-cap firms we think are worth celebrating.
With the election season in EM reaching its finale, we take stock of the potential implications and look ahead to where investment opportunities may arise.
Frontier market defaults provide valuable lessons and can create compelling investment opportunities.
Clean technology is good for the climate. But what happens when supply outpaces demand?
Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here’s why investors should take notice.
The logistics sector currently offers compelling value. Read about one of our investments.
abrdn's economists discuss France’s snap election and the potential fiscal and political impacts.
Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.
In our Monthly Macro video for June, watch Paul Diggle, Chief Economist, talk about the glimmers of hope for interest rates, recovery in Europe, and big elections in the US and UK.
Our baseline is conditioned on a Biden victory, but a broad range of alternatives are possible under Trump.
How did China become the leading producer of electric vehicles? What impacts does this have on China's economy and trade tensions with the US and Europe?
We expect interest rate cuts as cooling inflation gives central banks room to breathe. But what are the things that could go wrong with this forecast?
India’s elections delivered a surprise result, with the governing Bharatiya Janata Party (BJP) losing its majority. We expect Modi to secure a third term as prime minister, but he will be reliant on coalition partners. This should result in economic policy continuity but will curb his ability to address difficult structural challenges.
A podcast discussion with Political Economist, Lizzy Galbraith.
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