Emerging Markets Equities Archives | Northcape Capital

Will AI be like an airplane without wings?! – We explore the AI investment dilemma in EM

Posted on December 12, 2025 | by Eliza Clarke | Leave a Comment

Podcast: Patrick Russel discusses the importance of Quality and Sovereign Risk in EM with Rob Pizzichetta

Posted on December 10, 2025 | by Eliza Clarke | Leave a Comment

The Importance of Quality and Sovereign Strength in EM – Key themes shaping EM for 2026

Posted on November 26, 2025 | by Eliza Clarke | Leave a Comment

Risk in the China rally…what’s driving the market, and why we remain underweight

Posted on October 10, 2025 | by Eliza Clarke | Leave a Comment

Video: Outlook for EM equities, and why taking an active approach to the asset class is vital

Posted on September 24, 2025 | by Eliza Clarke | Leave a Comment

Emerging Markets Equities capability receives “Recommended” rating from Genium Investment Partners

Posted on September 17, 2025 | by Eliza Clarke | Leave a Comment

Tension in Taiwan…what the recent internal instability means for the Taiwan Straits

Posted on September 11, 2025 | by Eliza Clarke | Leave a Comment

A letter from South Korea…optimism for stock market growth following Lee’s election

Posted on July 31, 2025 | by Eliza Clarke | Leave a Comment

Video: Emerging Markets Equities – Where to from here?

Posted on July 29, 2025 | by Eliza Clarke | Leave a Comment

A letter from Indonesia…Prabowo marks shift to increased social spending and fiscal caution

Posted on May 2, 2025 | by Eliza Clarke | Leave a Comment

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