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.

The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.

Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...

Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.

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...

Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...

Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...

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

The Hot Debates section sheds light on current global topics.

The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.

Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation