6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world Outlook for EM assets: opportunities and risks for EM investors in 2024.
27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging Markets Outlook for EM assets: opportunities and risks for EM-investors in 2023.
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...
8/02/2021 Emerging Markets EM Investment Opportunities for 2021 Global investors are currently dealing with two key challenges: find decent yield for their fixed income portfolios in a world of ultra-low or negative...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between easing central banks and an uncertain scenario The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be aware of short-term volatility Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
12/02/2018 Emerging Markets Emerging Markets: How to unlock the next wave of returns After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...