Emerging Markets

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Investment Talks 13.01.2022 Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk

Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.

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Insights Paper 26.11.2021 From recovery to resiliency: the promise of EM sustainable bonds

After an outbreak that initially affected developed countries and China, Covid-19 has become an emerging market and developing economies (EMDEs) pandemic.

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Investment Talks 25.10.2021 Evergrande and its spill-over effects: ongoing adjustments, but inflection point may be close

Evergrande crisis: Despite Evergrande paid the coupon due on September 23, just one day before the 30-day grace period deadline, the company's crisis is still unresolved.

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Insights Paper 14.10.2021 Emerging Markets Charts & Views - Why EM could be back in focus in 2022

EM ready for a comeback, but volatility will remain high

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Investment Talks 24.09.2021 China in the spotlight: what markets should look at

Evergrande: not a systemic risk, but a wake-up call in an over-indebted world. Over the past days, financial markets have been shaken by the Evergrande saga – China’s second largest property developer – which is facing difficulties in servicing its huge debt pile.

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Investment Talks 10.08.2021 Main themes for investing in Chinese equity over the summer and beyond

All eyes are on the recent tightening of regulations for tech and education companies by Beijing and on possible new measures that could affect other sectors.

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Monthly Cross Asset 2.07.2021 China’s demographic headwinds

The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.

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Monthly Cross Asset 2.07.2021 EM monetary policies normalisation as the low tide is getting higher

The monetary policy conditions in the emerging markets are still definitely dovish.

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Monthly Cross Asset 2.06.2021 RMB internationalisation: the new commanding heights

In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.

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