19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
22/10/2024 Emerging Markets Emerging Markets charts and views: Gearing up ahead of US el... The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
26/07/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
7/05/2024 Economy & Markets IMF spring meeting take-aways: short-term resilience, but no... The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...
7/05/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2024 Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
13/02/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - February 2024 Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.
6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a p... Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunitie... Outlook for EM assets: opportunities and risks for EM investors in 2024.
23/11/2023 Global Outlook Hot Debates for 2024 The Hot Debates section sheds light on current global topics.
23/11/2023 Global Outlook Emerging Markets Outlook for 2024 The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation