The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
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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?
Are we back to the 1890s with the new “liberation day” tariffs?
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.
Victoria Mio discusses why China’s recent policy pivot is signalling the market’s resilience.
A recent trip to India highlighted the country’s progress in building out key infrastructure, setting the stage for future growth.
China’s latest stimulus measures could be the catalyst needed to restore confidence and unlock value in its equity markets.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.