In 2026H1, China's economy was moving in two directions-- some sectors were booming, and some not so much. Find out more about China's K-shaped economy ⬇️ #ChinaAMC# #investing# #emergingmarkets# #macroeconomics# #personalfinance#

RMB is strengthening—but what does that mean for overseas investors? We break down key drivers, potential risks, and how you may better navigate this currency trend. Find out more below ⬇️ #ChinaAMC# #investing# #emergingmarkets# #currency# #personalfinance#

Three of my takeaways from this Financial Times reporting (attached) on record bond issuance by emerging economies: It adds at the margin to pressures on global bond yields, even though the overall issuance volumes remain significantly smaller than those coming from advanced economies and tech companies. It has been impacted by atypical issuance from Gulf Cooperation Council (GCC) countries as they work to re-equip and expand their energy supply and infrastructure networks. It also reflects a healthy appetite among investors, bolstered by the multi-year reforms that many, though not all, emerging economies have pursued to strengthen their economic and financial fundamentals. #economy# #markets# #em# #emergingmarkets# #bonds# #yields#

China's EV industry is having a fierce competition. Instead of engaging in price wars, top companies are shifting focus elsewhere: battery technology, physical AI, premiumization, and global expansion. Where do you think the EV industry is heading? Comment below ⬇️ #ChinaAMC# #investing# #china# #emergingmarkets# #EVs# #battery# #AI#

Emerging markets hold more than two-thirds of global stablecoin supply—a powerful signal of demand and a major policy opportunity. Yet many policymakers and central bankers still focus primarily on the risks of dollarization, capital flight, and illicit finance, rather than the transformative potential of stablecoins. A new Coinbase Institute paper makes the case that these risks can be addressed through sound policy, while unlocking enormous benefits: cheaper remittances, near-instant micropayments, more efficient settlement, and new opportunities for tokenized markets and commerce. The answer isn’t to replace domestic payment systems like India’s UPI or Brazil’s PIX, but to build on them - connecting local payment rails to global stablecoin networks, including through well-regulated local-currency stablecoins. The policy choice is clear: establish sensible rules that manage legitimate risks while allowing innovation to flourish. Prohibition won’t keep stablecoins out. It will simply push activity offshore and out of sight. Read the paper:

Emerging markets are experiencing record growth in debt issuance. Ahead of our Emerging and Frontier Markets Opportunities Conference, Stefan Weiler, Head of CEEMEA Debt Capital Markets, spoke with CNBC about the structural drivers behind this momentum.

Emerging markets have defied war, $100 oil and rising Treasury yields this year. And despite worries of a US interest-rate hike, investors see reasons for this year’s rally to keep going

EMERGING MARKETS OUTPACE U.S. STOCKS AS “EX-AMERICA” TRADE GAINS MOMENTUM The MSCI Emerging Markets Index is substantially outperforming the S&P 500 in 2026. By late August, MSCI EM was up about 24.6% YTD, versus roughly 12.1% for the S&P 500—a gap of more than 12 percentage points.

Emerging market currencies are strengthening: The MSCI Emerging Markets Currency Index rose +0.3% on Friday, to 1,917 points, an all-time high. The gauge has now risen for 8 consecutive weeks, the longest streak since September 2021. Over this period, the index has surged +3.3%, driven by weakness in the US Dollar. At the same time, the Bloomberg Dollar Spot Index has declined -2.9%, to its lowest level since May. This comes as the Korean Won has strengthened against the US Dollar to its highest level since September 2025, while the Taiwan Dollar has strengthened to its highest level since June 2026. The weaker Dollar is becoming a major tailwind for emerging markets.