17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
21/10/2024 EM powering ahead Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.
1/10/2024 Chinese stocks rebound Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...
29/07/2024 Benefit from the EM story through India Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.
15/07/2024 Geopolitics in focus as NATO leaders meet As NATO leaders convene, Geopolitics in focus for investors with US elections heating up. Understand the implications of global strategies and political...
8/07/2024 Equities at all-time highs Discover insights into the unprecedented rise in equities, with 18 of the 23 biggest markets reaching all-time highs in the first half of the year.
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watc... Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.