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Economics

04MAY 2018

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

2017

DECEMBER

05DEC 2017

Economics

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

NOVEMBER

30NOV 2017

Economics

Indian growth data disappoints again

Quickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performance

OCTOBER

04OCT 2017

Economics

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

04OCT 2017

Economics

Indian central bank holds its ground as growth slows

As expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.

JUNE

02JUN 2017

Economics

TalkingEconomics: Emerging markets forecast update - diverging fortunes

We have downgraded most of the BRIC economies as idiosyncratic stories deteriorate. China escapes unscathed, with a slowdown still expected later this year after a strong first quarter, as tighter policy bites.

MARCH

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

02MAR 2017

Economics

India's domestic story stands out amid mixed Asian picture

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.