Tag: Emerging Markets
Emerging Markets are Down, But Not Out
Global markets are facing a number of headwinds this year,...
View
Baillie Gifford Managed Fund’s Emerging Market Holdings: Five Burning Questions.
Key Points In EM we pay close attention to...
View
June Global Macro Monthly – A Summer of Discontent
Key points Our global outlook was more pessimistic than...
View
The Road to Net Zero: Funding China’s EV Industry
A ground-breaking offshore debt financing for SAIC, one of China’s...
View
Real Estate Outlook – Global, Edition 2 – 2022
Global real estate performance remained strong in the first quarter....
View
Forget Interest Rates, It’s the Direction of the Dollar that Counts
Key takeaways EM local rates are currently at their...
View
2022 Mid-Year Outlook: Inflation. Recession. Geopolitics. Do Investors Need a Different Playbook
The confluence of risks alongside the reopening boost, China’s stimulus...
View
Volatility and Inflation in Latin America: A Window Opens
Boston – Concerns over inflation and central bank responses have driven...
View
Take 2: US Could Raise Rates Faster; China Unveils Plan to Boost Economy
What do you need to know? US interest rates could...
View