Global Emerging Markets

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Economics

03DEC 2018

Trump-Xi trade truce: what next?

Quickview: The trade truce between the US and China is a positive outcome, but we expect hostilities to resume later next year.

Economic and Strategy Viewpoint

31OCT 2018

2018

OCTOBER

29OCT 2018

Economics

Brazil backs Bolsanaro: what next?

Despite his controversial reputation, Jair Bolsanaro’s victory in the Brazilian election has been greeted with investor optimism. But the real test is yet to come – particularly regarding the crucial topic of pension reform.

19OCT 2018

Economics

China’s growth surprise is just the start

With the impact of tariffs yet to show up in the data, and the looming threat of a property slowdown, the larger-than-expected slowdown in Chinese growth is a taste of things to come.

10OCT 2018

Markets

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

05OCT 2018

Economics

Why India’s central bank may have made a mistake

We don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.

04OCT 2018

Markets

Why Brazil’s election is so important

Brazil’s election looks set to be one of the closest in decades. We explain what is at stake and why Brazilian financial markets are so volatile.

SEPTEMBER

28SEP 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

28SEP 2018

Markets

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.