The path to Lula’s surprise victory in Brazil’s presidential election was paved with economic promises that, if instituted, stand to worsen an already challenging fiscal backdrop.
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US-China relations: Mutual dependence is keeping tensions in check
China’s biotech industry has evolved from a fast follower to a key source of global drug innovation.
The World AI Conference highlights emerging opportunities across China's AI ecosystem.
Why China offers a compelling broader AI investment case.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
Investor implications from the US-China summit in Beijing.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.