Emerging markets radar
Rising Emerging Markets in Europe from the Perspective of Short-Haul Tourism: Tourism Economic Opportunities in Croatia and Albania
This article interprets the surge in British tourists' interest in Croatia and Albania from the perspective of the Global South and emerging markets, analyzes the driving role of tourism as a service export in regional economic growth, and the economic significance of the shift in tourism focus within Europe.
Read full storyNarrowing Paths of Trade and Development: Why Emerging Markets Struggle to Replicate the Export Miracle
Over the past decades, export-oriented growth has driven industrialization in South Korea, China, and others. However, structural changes (automation, digitalization, climate risks), policy shifts (protectionism, industrial policy), and geopolitical tensions are fundamentally altering the conditions. This article points out that developing countries can no longer enter global markets through low-skilled manufacturing, the export potential of services is constrained by skill mismatches, and climate risks further diminish their attractiveness. Trade will remain important in the future, but development pathways need to be repositioned.
Zone 02Survival Race of Vietnam's Manufacturing: How Dual Transformation Reshapes Global Supply Chain Landscape
Driven by the carbon border adjustment mechanism and new-generation free trade agreements, the "dual transition" of Vietnam's manufacturing sector has shifted from an option to a necessity for survival. The article points out that although small and medium-sized enterprises face financing and talent bottlenecks, export-oriented industries are taking the lead in integrating AI and green technologies, which sets an example for the industrialization path of Global South countries.
Zone 03Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend
According to data from the Institute of International Finance, emerging market stocks saw $46.1 billion in outflows in June, with South Korea and Taiwan contributing the most. However, bond markets still attracted $28.3 billion, indicating a shift in capital from risk appetite to defense. The article delves into the impact of tightening dollar liquidity, corrections in tech stock valuations, and the divergence within emerging markets on the long-term investment landscape.
Zone 04Why are large food companies thriving in emerging markets?
Emerging markets are becoming the main engine of growth for the global food and beverage industry. Giants such as Mondelēz, Kraft Heinz, and Nestlé have recorded revenue growth rates in Asia, Latin America, and Africa that far exceed those in developed markets. Behind this are long-term trends of a young population, rapid urbanization, and the expansion of the middle class, but currency fluctuations, infrastructure shortcomings, and insufficient localization remain major risks.
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View channelNarrowing Paths of Trade and Development: Why Emerging Markets Struggle to Replicate the Export Miracle
Based on the latest research, this article analyzes how changes in global trade patterns limit emerging market countries from replicating the export-oriented growth of the Asian Tigers, and explores the impact of automation, digitalization, climate risks, and policy shifts on development paths.
Survival Race of Vietnam's Manufacturing: How Dual Transformation Reshapes Global Supply Chain Landscape
Vietnamese manufacturing is under pressure from both green and digital transformation. This article analyzes from an emerging market perspective how it shifts from a low-cost model to high-value-added production, and the long-term impact of this transformation on global capital flows and supply chain patterns.
Capital Watershed: South Korea and Taiwan Lead June's Massive Outflow from Emerging Market Stocks, While Bonds Attract Funds Against the Trend
In June 2026, emerging market equities saw outflows of $46.1 billion, with South Korean and Taiwanese tech stocks being the hardest hit; however, bond markets recorded inflows of $28.3 billion, indicating a structural divergence in investor attitudes toward emerging markets. This article analyzes the Federal Reserve's policies, global tech cycles, and regional differences behind these capital flows.
Why are large food companies thriving in emerging markets?
As growth in European and American markets slows, global food giants are turning their attention to emerging markets. Demographic dividends, urbanization, and consumption upgrades are driving this structural shift.
Building a 21st-Century Economy: Why Obsolete Bureaucracy Has Become the Biggest Bottleneck for Emerging Markets
Based on an opinion piece in the Cambodia Investment Review, it analyzes how the bureaucratic systems in developing countries hinder economic modernization, and the reform paths for the Global South.