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...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
4/02/2022 Emerging Markets Inflation in Turkey could very well reach 50% and more in th... Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the...
5/01/2022 Emerging Markets LatAm's political pendulum takes a hard swing to the left in... 2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity...
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in fo... EM ready for a comeback, but volatility will remain high
17/05/2021 Emerging Markets Emerging Markets Charts & Views - Navigate the cyclical reco... 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...
6/04/2021 Emerging Markets Why investors should look at Indian assets Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices
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...
4/12/2020 Emerging Markets Emerging Markets Charts & Views - 2021 Outlook and Beyond The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for...
13/10/2020 Emerging Markets Emerging Markets Charts & Views - Market opportunities looki... The Covid-19 crisis and its impact on the economy (both oil and commodities dynamics and trade) have been the main drivers of the slowdown in emerging...
23/07/2020 Emerging Markets The New Silk Road routes: Why investors should care The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure...
19/05/2020 Emerging Markets Emerging Markets Charts & Views - Market dislocation creatin... Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant...
29/10/2019 Emerging Markets Emerging Markets Charts & Views - A tug of war between weake... Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...