Select your client type BE, English About Responsibility Capabilities Views Contact Search English Views AIQ: Emerging Markets In this issue of AIQ, we explore what the future holds for China and its emerging market peers. We investigate three key trends that are shaping China’s growth trajectory: debt, consumer spending and technology, as well as broader themes including trade wars, political risk and the growing importance of ESG in emerging markets. Debt, consumers and technology: Three trends that will define China How China deals with the challenges of rising debt, a transition to a consumer economy and the technological ‘arms race’ with the West will have big implications for investors. Read more The EM competition for capital The Chinese economy is attracting more foreign capital due to structural changes and its belated entry into major bond and equity indices. These shifts could have significant implications for other emerging markets. Read more Us vs them: Ian Bremmer on politics, trade and technology We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change. Read more ESG: A keystone for stronger emerging markets Economic development is at a crossroads for emerging markets, and the road ahead will need to be paved with environmental, social and governance considerations. Read more The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it can be very hard to dislodge. Read more Sovereign interests: ESG matters in emerging market debt The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors. Read more AIQ: The Tech Edition Bill Gates famously noted: “We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten.” We explore the wide-ranging investment implications of innovation and technological progress in AIQ: The Tech Edition. FIND OUT MORE AIQ: The Climate Edition Can the world get back on track towards meeting the commitments of 2015’s Paris Agreement? From science to psychology; from land use to big data; we examine the challenges posed by climate change and assess potential solutions. FIND OUT MORE The Little Book of Data Visual vignettes to help us better understand the world and provoke thought, sign up to receive our hard copy coffee table book of data visualisations, The Little Book of Data. FIND OUT MORE On this site About us Contact us Views Investment capabilities Equities Fixed income Multi-asset & multi-strategy Real assets Investment resources Fund centre Regulatory Webcasts Other links Aviva Aviva Ventures Careers LinkedIn Follow us on Twitter Legal & Regulatory Privacy notice Accessibility Cookie notice Manage cookies 65505 - 04/08/2021 © 2021 Aviva Investors Cookies At Aviva Investors we use cookies to ensure that our website works properly. We can also use cookies to improve and personalise your experience, understand how you use our website and for our advertising purposes. You can agree to all cookies by clicking on ‘Accept All Cookies’ or choose which cookies you want to agree to by clicking on ‘Manage Cookie Settings’. You can change these settings at any time. For more information about the cookies on our website and how we use them please see ourCookie Notice MANAGE COOKIE SETTINGS ACCEPT ALL COOKIES