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.
Insights
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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.
Kenya’s external position has improved markedly, but beneath the surface emerges a more cautious story on fiscal reform and long term sustainability.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.
The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
A trip to this year’s Computex trade show in Taipei reinforced our team’s bullish view on AI.
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?
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.