Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.
Economic and Strategy Viewpoint
This month we look at why the world economy is entering a spell of slower growth, explore some of the consequences of Brexit and explain why currency war concerns are overblown.
A new theory about the US dollar is challenging the way economists and markets think about currencies. It has particularly important implications for emerging market asset classes.
Following the recent election result, can Malaysia’s economic and stockmarket fortunes turn around or will the brain drain continue to hamper progress?
As the US threatens further tariffs on Chinese goods, we look at the possible response from China and the potential impact on other emerging market economies.
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?