27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in fo... EM ready for a comeback, but volatility will remain high
26/05/2021 Geopolitics Shifts & Narratives #4 - In search of a new international or... Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas,...
17/05/2021 Emerging Markets Emerging Markets Charts & Views - Navigate the cyclical reco... The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven...
4/12/2020 Emerging Markets Emerging Markets Charts & Views - 2021 Outlook and Beyond The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for...
16/11/2020 Geopolitics Europe, US and China tomorrow: Will it be possible to avoid ... There are many pitfalls looming.
23/07/2020 Emerging Markets The New Silk Road routes: Why investors should care The global outbreak of Covid-19 has brought the world and its economy to a standstill, highlighting the importance of sustainable and resilient infrastructure...