19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
12/11/2024 Global Outlook 2025 Investment Outlook In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...
11/07/2024 Geopolitics A new window of vulnerability opens in the second half of th... Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.
11/07/2024 Emerging Markets EM winners in a fragmented world Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.