14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market hands Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
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.
30/09/2022 Fixed Income & FX Global foreign exchange regime faces winds of change Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency...