Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

This paper examines the fallout of South Korea's political turmoil

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.

The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.

Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.

The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

Outlook for EM assets: opportunities and risks for EM investors in 2024.

End in sight: Bank of Japan to complete policy normalisation

India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.

Outlook for EM assets: opportunities and risks for EM-investors in 2023.

Key highlights on long-term scenarios and return forecasts.