On 2 April the new Trump administration effectively threw a lot of balls in the air with its tariffs announcement in the Rose Garden and markets are still working out exactly where everything will land. Emerging markets such as China, Vietnam, Taiwan and Indonesia and others were viewed the 'worst offenders' in president Trump's eyes and, as a result, were hit the hardest while other...

Rising interest rates and China's unexpectedly difficult recovery from Covid are among the headwinds emerging markets have faced of late. However, the outlook for the asset class looks brighter in 2024 should interest rates plateau or fall leading to a weaker US dollar.One savvy way to capture the opportunities across Asia, a vast region with favourable demographics, and hopefully profit from...