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.
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Retirement Where will returns come from? Pensions in a new economic reg... The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...