Global Emerging Markets

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Économie

06SEPT. 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

Économie

07AOÛT 2019

2019

AOÛT

05AOÛT 2019

Économie

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

01AOÛT 2019

Économie

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JUILLET

26JUIL. 2019

Économie

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

15JUIL. 2019

Économie

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

11JUIL. 2019

Économie

Why has India's budget disappointed investors?

Analyst Robert Ledger assesses the new government’s budget in India, and what it means for investors.

10JUIL. 2019

Économie

Why central banks' arsenal gives EM advantage

We look at why central banks in emerging markets have the upper hand over their developed market counterparts.

04JUIL. 2019

Marchés

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.