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.
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.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
2/06/2025 Economy & Markets Indian assets have long-term allure as global rivalries inte... Indian assets are at the top of Amundi Investment Institute's ranking of long-term return expectations for 40 asset classes as global trade rivalries...
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.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...