
2023 Investment Outlook - Some light for investors after the...
2023 will be a two-speed year, with plenty of risks to watch out for.
Read moreChina’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 landing.
More 5 to 10 minutesWhile not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high inflation and tighter global financial conditions.
More 5 to 10 minutesBy calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.
More 5 to 10 minutesThe economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.
More 5 to 10 minutesThe invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.
More 5 to 10 minutes2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase and face the challenge of retuning to normality...
More 5 to 10 minutesUnderstanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.
More 5 to 10 minutesAt the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
More 5 to 10 minutesThe monetary policy conditions in the emerging markets are still definitely dovish.
More 5 to 10 minutesThis website is solely for informational purposes.
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