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Tag: Emerging Markets

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US-China Trade War: The Art of Failure

In just three months, President Trump buried the post-1945 geopolitical...

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Zennor: Japanese Companies ‘Can’t be Flabby and Unfit Any Longer’

“Zennor Asset Management’s CIO explains why shareholders tend to value...

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Emerging Market Debt Outlook: All Roads Lead to the US

The start to 2025 has been anything but boring for...

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Trump’s Whirling Dervish Ways Contrast China’s Softening Approach

The intricate interplay of global politics and economics since President...

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Southeast Asia: A Powerhouse in the Making

South East (SE) Asia is one of the most exciting...

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IS THE AI INDUSTRY IN A “DEEPSEEK”?

Over the weekend, a Chinese AI start-up funded by quant...

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‘Value-Up’ Arrives in China

Are investors overlooking the potential for governance reform in China?...

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Reasons for a Standalone India Allocation in a Global Portfolio

Explore why India’s special characteristics have contributed to equity outperformance...

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ClockWise: Could China Boost Consumption in 2025?

As we close 2024, we continue to see weaker-than-expected economic...

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Market Commentary: October 2024

Emerging market hard currency sovereign spreads continued to narrow in...

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