Global Emerging Markets
Allegations of corruption against Brazil’s president could have implications for economic recovery and may alter the outlook for the 2018 presidential election.
The firing of South Africa’s well-respected finance minister by President Jacob Zuma could prove a painful mistake in an economy already struggling to generate momentum.
A drastic fall in inflation over the past year has led to the Brazilian central bank accelerating its easing. Further cutting is likely to follow in May.
With the lengthy era of slack monetary policy probably drawing to a close, Abdallah Guezour outlines where he sees the risks and best rewards.
The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.
Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.