
Emerging Markets
The latest Emerging Markets news from the world's leading financial publishers, with original analysis.

Brazil’s Farm Economy Woes Hit Corteva Earnings, Shares
Brazil’s sharply deteriorating farm economy is dealing a heavy blow to crop protection company Corteva Inc.
China's goods surplus tops $1 trillion for a second year amid calls for Beijing to rebalance trade
China's trade surplus topped $1 trillion as of October, potentially intensifying complaints from trading partners already wary over the glut of cheap Chinese goods.
China wholesale inflation hits highest in more than four years as consumer measure slows
The PPI for October came in at 5.7%, compared to the 5.3% expected by economists polled by Reuters.
Indebted tycoons haunt China’s banking system
Lenders are feeling the hangover from years of Wild East capitalism
The countries making a fortune from the US-China rivalry
Critical-mineral profits could transform a lucky few
The task facing the new head of India’s biggest private bank
HDFC Bank needs revitalising
China’s stock markets are the great global exception
If the country is winning the future, why are its investors so glum?
New research tries to defuse the “China shock”
An almighty fight over an influential finding
Brazil’s weird economy needs serious reform
Neither Lula nor Flávio Bolsonaro have the stomach for it
Another warning sign for China’s economy: falling consumer credit
A crackdown on aggressive debt collectors is good news and bad news
Indian celebrations will be more expensive this year
Blame soaring sugar prices
Financial astrology is a serious business in India
That is bad news for investors’ returns
The battle between India’s stock exchanges is heating up again
Number two is trying harder
Turkey’s investment-fund fiasco
The country could lose its status as an emerging market
China’s $54bn capital boost for banks falls far short
Old problems bedevil balance-sheets and hold back lending
Mexico is struggling to win over bond markets
Investors are unconvinced by Claudia Sheinbaum’s policies
China tries to look past the property slump
But its new policies could hurt construction and employment
Indian regulators’ attempts to protect retail traders are backfiring
The unintended consequences of curbs on options trading
China should be loosening budgetary policy. It’s doing the opposite
Its belt-tightening is good micro, but bad macro
However you measure it, China’s job market is weak
Some workers are going back to the farm
The White House’s absurd claim of a Chinese transshipment “scam”
High tariffs on Chinese goods have had predictable effects
Is China’s debt-bomb squad about to blow up?
Firms tasked with defusing credit crises are getting into trouble
China’s trade gap is narrowing. And other surprises
The world’s second-biggest economy is stumbling into fiscal austerity
Turkey’s economic plan to win from the Iran war
The country is a case study in the spillovers of conflict—both positive and negative
How big are China’s emerging industries?
Probably not big enough to offset the drag from the old
China is innovative. Its economy is a mess. Which matters more?
A question that will define the 21st century
Without fanfare, China is making rural migrants’ lives easier
The notorious hukou system is being relaxed. Marx would approve
The other China shock
Does the country’s manufacturing success leave space for anyone else?
China wants more robots but not fewer workers
A human-first approach to automation
DeepSeek and Alibaba rescue China’s office landlords
Technology firms are reviving (a few) Chinese commercial-property markets
India’s weak currency reflects deeper problems than the Iran war
It highlights a persistent inability to draw in foreign investors
Xi Jinping wants a powerful currency. America’s war has helped
More countries are starting to use China’s payment infrastructure
Chinamaxxing is starting to catch on, in China
It’s a boon for the tourist trade
India’s economy is not as big as economists thought
But it is growing faster
Why Chinese people spend so much on food
A 21st-century test of a 19th-century observation
Chinese homebuyers are enraged by shoddy building standards
Crooked walls and broken promises are harming China’s property market
Can emerging markets’ stellar run continue?
There is a lot more going for them than “sell America”
