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Tag: Emerging Markets

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Take Two: Fed to Continue Hiking Rates but China Cuts to Boost Economy

What do you need to know? The Federal Reserve will...

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Whipping Supply Chain Chaos, One Company at a Time

Supply chain chaos presents an ongoing threat to the long-term...

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AMO Featured Article “Making Sustainability Core to Portfolio Strategy”

Following the awards Asset Management One received by AsianInvestor in...

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EM Spotlight

Many large emerging markets display a high sensitivity to global...

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How the Fragile Five Transformed into the Compelling Quartet

Key takeaways   Bond portfolio flows tend to flock to...

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China A: Position for the Recoveries

The China A share market is poised to benefit from...

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AMO Insight “Why Bank of Japan Sticks to Accommodative Monetary Policy”

The price stability target of 2% looks unsustainable even with...

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The US Macro Week That Was

We continue to be more bearish than the consensus and...

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Emerging Markets Inflation: Characteristics, Causes and Effects

Key points   Global factors have put upward pressure on...

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July Monthly Market Commentary: Recession on the Radar

Overall, we expect a shallower, more short-lived economic slowdown for...

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