10/11/2025 Economy & Markets India’s great transformation: opportunities for global investors In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors.
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
28/07/2025 US dollar slide pauses amid US-Japan deal The dollar declined so far this year due to expectations of rate cuts by the Fed and concerns over deteriorating government finances
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...