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March 2022 Emerging Markets Monthly Bulletin.The monthly update from Baillie Gifford's Emerging Markets team.
Read moreSeptember 2022 Emerging Markets Monthly BulletinThe monthly update from Baillie Gifford's Emerging Markets team.
Read moreJuly 2022 Emerging Markets Monthly Bulletin - July 2022The monthly update from Baillie Gifford's Emerging Markets team.
Read moreJune 2022 Emerging Markets Monthly Bulletin - June 2022.The monthly update from Baillie Gifford's Emerging Markets team.
June 2022May 2022 Emerging Markets Monthly Bulletin.The monthly update from Baillie Gifford's Emerging Markets team.
Read moreMay 2022 Emerging Markets: the possibilist.Understanding the difference between pessimism and possibility in Emerging Markets.
Read moreApril 2022 Emerging Markets Monthly Bulletin.The monthly update from Baillie Gifford's Emerging Markets team.
Read moreNovember 2021 The real case for China.Willingness to change gives Chinese firms an innovation advantage.
Read moreOctober 2021 Time travel investing.Evaluating emerging market stocks by taking a mental leap into the future.
Read moreTheo Holland, August 2021 The Past is a Foreign Country.High yield today might not mean resilient yield tomorrow for Emerging Market debt. Theo Holland reveals how Indonesia turned raw potential into a pathway for sustainable growth.
Read moreWatchOctober 2020 The Great Divergence Between East and West.China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
WatchOctober 2020 Emerging Markets Article: Coming of Age.It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreMay 2020 It's Time to Look East.First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.
Read moreWatchFebruary 2020 Baillie Gifford Emerging Markets IntroductionWill Sutcliffe, Sophie Earnshaw and Mike Gush, investment managers in the Emerging Markets team with a combined total of 45 years’ experience, give an introduction to the team’s approach.
WatchFebruary 2020 Governance in China: Risk or Opportunity?Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
Read moreAugust 2022 Archived Emerging Markets Monthly BulletinThe monthly update from Baillie Gifford's Emerging Markets team.
Read moreApril 2022 Archived India’s data-driven growth stocks.Baillie Gifford spots investment opportunities in a smartphone-transformed nation.
Read moreJune 2020 Archived How Do We Do What We Do? - Emerging Markets Investing.One ought to be an optimist to invest in Emerging Markets, but so very few analysts are. Baillie Gifford’s Emerging Markets team explain how they fly in the face of market inefficiencies in their search for excess returns.
Read moreNovember 2019 Archived The Shape of Things to Come.It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
Read moreThird Quarter 2019 Archived Changing China.Ben Buckler explores the A share opportunity in China.
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