Tag: Emerging Markets
Japan: The Election Going Under the Radar
Declining real wages and political scandals eroded Japanese Prime Minister...
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Polina’s Perspective: Recovery with Chinese characteristics
Have you ever lived through a crisis? Most of us...
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What Does India’s Benchmark Inclusion Mean for Investors
Following JP Morgan’s decision to include Indian Government bonds in...
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Japan: The Butterfly Effect
Japanese equities have just experienced one of their biggest ever...
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Geopolitical Threats to the Global Economy an Expert’s Perspective
Conflict in Europe and the Middle East and deteriorating relations...
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EM Monthly: Opportunity Knocks
Key Takeaways Strong first half for EM: EM credit thrived in the...
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Emerging Markets Private Credit: Why Now
Fundamental changes in the banking sector, coupled with periodic bouts...
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The Rise of Value-Conscious Consumerism
Guido Giammattei, EM Equity Portfolio Manager, looks at how value...
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In Credit Weekly Snapshot – June 2024
‘Snap election call jolts markets’. Key markets overview ‘The first...
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