This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...

Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.

Outlook for EM assets: opportunities and risks for EM-investors in 2023.

In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.

The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...

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...

Emerging Markets investing after the great repricing

Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.

While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...

The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.

Emerging Markets Charts and Views - Reasons for cautious optimism in 2022

EM ready for a comeback, but volatility will remain high

The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven...