Emerging Markets

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Economics

16MAY 2019

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

Economics

17APR 2019

2019

APRIL

16APR 2019

Economics

Why policy reform is the key to China's demographic challenge

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth

11APR 2019

Economics

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.

02APR 2019

Economics

The wall of money heading to Chinese bonds

We explain the significance of the inclusion of Chinese RMB denominated bonds in global indices

MARCH

18MAR 2019

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

13MAR 2019

Economics

Emerging markets forecast update: oil on troubled waters

We have made minor changes to growth expectations in emerging markets, but large downward revisions to inflation amid a more favourable oil price outlook.

05MAR 2019

Economics

China cuts growth target, but no signs of mega stimulus

Quickview: China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress

FEBRUARY

27FEB 2019

Economics

Why the outlook for Latin American stocks is improving

Pablo Riveroll discusses the risks and rewards in Latin American equities, and explains their attractiveness compared to other regions.