Emerging Insights

The emerging-markets rally isn't just about cycling into cheap valuations. Structural shortages in labor and commodities could turn the developing world into the next long-duration growth story. Emerging market stocks have posted their strongest run in over a decade. The iShares MSCI Emerging Markets ETF is up 28.7%  this year after nine straight months of gains . Goldman Sachs expects the rally to continue through 2025, driven by falling inflation, a weaker dollar, and impro

Well-meaning EU regulations, from privacy to competition policy, have tended to accidentally favour big American tech firms over scrappy local challengers. Europe's digital protections throttled the online businesses that make the new economy since digital copyright rules landed a blow to home-grown tech stars Spotify. Brussels' new artificial intelligence (AI) act seems destined to further relegate European companies to the role of an “also ran” in the global technology rac