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.
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.
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.
Based on the latest research from Expedia Group, analyze Asia Pacific travel professionals' confidence in growth and challenges in technology, payment, and content, interpreting long-term trends from the perspective of the Global South and emerging markets.
MSCI is about to decide whether Indonesia will retain its emerging market status. From darling to hot potato, Indonesia's stock market has plummeted, foreign capital is fleeing, policy risks coexist with demographic dividends, reflecting the deep logic of global South capital flows.
A PwC report shows that industrial and services transaction volumes in the Asia-Pacific region are expected to grow by 2% in 2026, while globally they will decline by 7%. India and Southeast Asia have become new hotspots for manufacturing investment, driven by the combined forces of supply chain decentralization, automation upgrades, and localization trends.
Africa's FDI approaches $100 billion, but small and micro enterprises and institutional shortcomings still constrain growth. This article analyzes how philanthropic capital, by supporting regulatory reform, credit systems, and the GAIS platform, shifts Africa's narrative from aid to investment, unleashing the largest demographic dividend in the Global South.
The AI investment boom in Africa is focused on technological innovators, but labor unpreparedness is becoming the biggest bottleneck. This article analyzes from a Global South perspective why Africa needs millions of AI-capable workers, not just more AI startups.
The Fiji government announced a shift in economic focus to ICT and agriculture, attempting to break away from tourism dependence. This article analyzes its diversification strategy, investment potential, and structural challenges from a Global South perspective.
A study on soil health once again reminds investors in emerging markets: the bottleneck to agricultural growth is shifting from land availability to productivity, input efficiency, and long-term asset management. For Cambodia, which is undergoing manufacturing relocation, urbanization, and foreign capital reallocation, the logic of upgrading the agricultural sector is no longer just about increasing output, but about rebuilding a sustainable foundation for rural growth.
Under the combined pressures of border uncertainty and external shocks, Cambodia is not merely dealing with a short-term disturbance; it is redefining its own investment logic: deeper integration into regional supply chains, a more resilient foreign investment structure, and a long-term growth path oriented toward manufacturing, digitalization, and infrastructure upgrading.
A Middle East conflict is not just a geopolitical event; it is exposing the structural vulnerabilities of the global development model: trade routes, energy supplies, fertilizer chains, capital costs, and debt pressures are all failing at the same time. For emerging markets, this means the logic of growth is shifting from “efficiency first” to “resilience first.”
Amid concurrent energy price volatility, geopolitical risks, and the reshaping impact of AI, corporate strategy is shifting from scale expansion toward profitability, efficiency, and capital resilience. A Singapore CEO survey shows that this change is not only a matter of corporate management, but also reflects how the growth models of the Global South and emerging Asian economies are entering a new stage.