Arbroath Group's report on emerging markets

2024 elections will have financial market implications in 2025. Read the outlook for India, Brazil, Mexico and more from Franklin Templeton Emerging Markets Equity. https://s.frk.com/3DQ6o9Q

2024 elections will have financial market implications in 2025. Read the outlook for India, Brazil, Mexico and more from Franklin Templeton Emerging Markets Equity. https://lnkd.in/g82WeC8E.

While all eyes will be on South Africa’s election, in the broader scope, in 2024, eight of the world’s 10 most populous nations – the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and Russia – go to the polls in the same year for the first time ever. With more than 50 countries electing governments, Ninety One’s Emerging Markets Fixed Income team believes we can reasonably expect FX volatility. Read more about the impact of international elections on investments: https://lnkd.in/drkgKAFe #2024Elections #EmergingMarkets #FXVolatility #GlobalPolitics

CDPQ, PFJC and other investment industry experts weigh in on how they search for opportunities for diversification and returns even as global attention stays locked on the remarkable US elections outcome. https://buff.ly/4hPDcPs #USelections #tradewar #investment #pensionfunds #assetowner

𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐌𝐚𝐫𝐤𝐞𝐭 𝐋𝐢𝐧𝐤𝐬 + 𝐓𝐡𝐞 𝐖𝐞𝐞𝐤 𝐀𝐡𝐞𝐚𝐝 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟖, 𝟐𝟎𝟐𝟒) 𝘊𝘢𝘯 𝘉𝘙𝘐𝘊𝘚 𝘥𝘦𝘭𝘪𝘷𝘦𝘳 𝘰𝘯 𝘱𝘳𝘰𝘮𝘪𝘴𝘦𝘴? 𝘐𝘯𝘴𝘪𝘥𝘦 𝘊𝘩𝘪𝘯𝘢'𝘴 𝘵𝘦𝘢/𝘤𝘰𝘧𝘧𝘦𝘦𝘴𝘩𝘰𝘱 𝘴𝘸𝘦𝘢𝘵𝘴𝘩𝘰𝘱𝘴, 𝘉𝘠𝘋 𝘪𝘴 𝘸𝘪𝘯𝘯𝘪𝘯𝘨 𝘸/ 𝘤𝘩𝘦𝘢𝘱𝘦𝘳 𝘌𝘝𝘴, 𝘎𝘦𝘰𝘳𝘨𝘪𝘢/𝘜𝘳𝘶𝘨𝘶𝘢𝘺 𝘦𝘭𝘦𝘤𝘵𝘪𝘰𝘯𝘴, 𝘓𝘶𝘭𝘢 𝘵𝘳𝘰𝘶𝘣𝘭𝘦𝘴, 𝘌𝘔 𝘴𝘵𝘰𝘤𝘬 𝘱𝘪𝘤𝘬𝘴 & 𝘵𝘩𝘦 𝘸𝘦𝘦𝘬 𝘢𝘩𝘦𝘢𝘥 𝘧𝘰𝘳 𝘦𝘮𝘦𝘳𝘨𝘪𝘯𝘨 𝘮𝘢𝘳𝘬𝘦𝘵𝘴. Western media has largely ignored the BRICS summit, but they just dropped a manifesto for a new world order. However, BRICS members are divided on their approach to the West, with some seeking to reform the current international order and others aiming to dismantle it. Meanwhile, some interesting elections last weekend... #EmergingMarkets #FrontierMarkets #StockPicks #GeorgiaElections #BRICSSummit #BYD https://lnkd.in/g3A_7HY4

Election surprises in India, South Africa and Mexico have whipsawed investors and embarrassed pollsters. Understanding the direction of travel for political risks and institutional quality is key to seizing on the opportunities (and avoiding the nasty surprises) that emerging markets can offer up. Uncover more on this topic in our latest commentary: https://lnkd.in/gY9y7ehT #InvestmentInsights #EMEquities #GovernanceTrends

What does President-Elect Trump's victory mean for the #USeconomy, #emergingmarkets, #Mexico, #China, #India, #Iran, #commodities and broader global markets? Check out our latest news round-up (US election edition) at Emerging World newsletter.

Election fever and summer volatility: Are investors feeling ‘les bleus’ or star spangled? With one of the busiest years on record for global elections, new or reappointed governments are starting to put policy into action throughout the next few months, and there are still more countries to decide on their future.  Could any of these events create a speed bump for investors?’ In our latest investment outlook, Thomas Becket, Co-Chief Investment Officer at Canaccord, evaluates whether recent market volatility, alongside political developments, are driving our asset allocation decisions or whether there are more important long-term factors at play? Read our latest market update here: https://lnkd.in/e5rgFs2a Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #markets #investing #economy

"How an election-packed 2024 is shaping up for world markets" From @Reuters April 9, 2024 "In an election-packed year, markets have so far shrugged off results, with the focus squarely on the one contest that could reverberate across everything from international trade to emerging market debt: the United States presidential race in November. -- Taiwan, Portugal, Russia and Turkey have already held elections. By year-end, countries accounting for over 60% of the world's economic output and more than half of its population would have voted." Full Article below 👇🏻👇🏻👇🏻

"How an election-packed 2024 is shaping up for world markets" From @Reuters April 9, 2024 "In an election-packed year, markets have so far shrugged off results, with the focus squarely on the one contest that could reverberate across everything from international trade to emerging market debt: the United States presidential race in November. -- Taiwan, Portugal, Russia and Turkey have already held elections. By year-end, countries accounting for over 60% of the world's economic output and more than half of its population would have voted." Full Article below 👇🏻👇🏻👇🏻