Tag: Emerging Markets
How the Fragile Five Transformed into the Compelling Quartet
Key takeaways Bond portfolio flows tend to flock to...
ViewAMO Insight “Why Bank of Japan Sticks to Accommodative Monetary Policy”
The price stability target of 2% looks unsustainable even with...
ViewEmerging Markets Inflation: Characteristics, Causes and Effects
Key points Global factors have put upward pressure on...
ViewJuly Monthly Market Commentary: Recession on the Radar
Overall, we expect a shallower, more short-lived economic slowdown for...
ViewBond Investing in Asia: Peaking Bond Yields Present Unique Opportunities
Peaking bond yields, measured rate hikes in Asia and still...
ViewDiscipline Pays Off in China Equities
Our focus on industry leaders creates a market storm shelter...
ViewGlobal Markets: 10 Things to Watch in July
Key takeaways Consumer inflation expectations Central bank credibility is on...
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