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

The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.

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...

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

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...

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...

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...

Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

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...