Tag: Emerging Markets
Forget Interest Rates, It’s the Direction of the Dollar that Counts
Key takeaways EM local rates are currently at their...
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2022 Mid-Year Outlook: Inflation. Recession. Geopolitics. Do Investors Need a Different Playbook
The confluence of risks alongside the reopening boost, China’s stimulus...
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Volatility and Inflation in Latin America: A Window Opens
Boston – Concerns over inflation and central bank responses have driven...
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Take 2: US Could Raise Rates Faster; China Unveils Plan to Boost Economy
What do you need to know? US interest rates could...
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What’s Hot: Time to Trade the Dislocation Between Agricultural Commodities and Industrial Metals
A dichotomy has emerged within the commodity complex, evident from...
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2022 Investment Outlook Update
Martin Currie: Increased geopolitical tension and further lockdowns in China...
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Chapter Two: What’s Your Next Move in China Investing?
Investing in China lately has come with higher risks and...
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Emerging Markets Look Very Attractive at Current Discount Levels
The appeal of Emerging Markets’ (EMs) equities lies in the...
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Historically Wide Spreads Make Euro Financials an Enticing Proposition
The cycle and the spreads: 17 May 2022 A...
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China ETFs in the Current Volatile Environment
The shift towards the exchange traded fund (ETF) vehicle as...
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