Beyond Emerging Markets: The New Geography of Global Investment Capital
For decades, global investors have relied on a relatively simple framework for allocating capital: developed markets offered stability, liquidity and institutional depth, while emerging markets offered higher growth potential in exchange for greater political, currency and economic risk. That distinction is becoming increasingly difficult to sustain. Countries that were once grouped together as “emerging markets” […]
How Trade Corridors Are Reshaping Global Capital Flows
The geography of investment is increasingly being shaped by something that rarely appears on a corporate balance sheet: the physical routes connecting economies. Global capital flows are beginning to respond not only to the size of domestic markets, but also to the infrastructure that determines how efficiently goods, energy, data and people can move between […]
