What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
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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?
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.
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.