27/03/2024 Emerging Markets Unveiling the value of EM debt The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...
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.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportunities Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.
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.
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
2/12/2022 Emerging Markets Lula is back and already scoring goals Lula netted a goal in Egypt at COP27 in the fight against climate change.
2/12/2022 Emerging Markets China housing policy: better late than never The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that...
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...
27/10/2022 Emerging Markets Emerging Markets Charts and Views - EM investing after the great repricing Emerging Markets investing after the great repricing
12/10/2022 Emerging Markets Relaxed financial markets look at Lula’s comeback The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy transitions in full swing of uncertainty LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...
12/09/2022 Emerging Markets Taiwan: depicting the unthinkable 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.
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...