What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How the US commitment to to provide support for Argentina has calmed markets ahead of important mid-term elections.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?
Innovation, reform, and restless energy are propelling the modernization of India’s economy.
A look at EM debt hard currency’s resilience amid the tariff threat.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
Research Analyst Douglas Turnbull outlines how Chinese electrical vehicle manufacturers promise to redefine global mobility, signalling China's rising dominance in key technological and industrial sectors.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.