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...
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy tran... 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.
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.
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...