Focused thinking: 2 min read
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
May 2018
Brazil: What is currently priced in? (Presidential election edition)
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Trade has played a critical role in the development of emerging market (EM) countries. But ... [Read more]
April 2018
What is fuelling trade in global emerging markets?
Focused thinking: 2 min video
How is technology transforming global emerging markets?
Focused thinking: 1 min video
February 2018
Global Emerging Markets Seminar 2018
December 2017
Outlook 2018: US
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
November 2017
The great decoupling: are Asian central banks breaking from the Fed?
Focused thinking: 11 min podcast
August 2017
Is the US economy not as dynamic as it used to be?