From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Focused thinking: 8 min podcast
May 2018
Global Emerging Markets Podcast Series
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Focused thinking: 1 min read
A continued rise in oil prices would divide emerging markets by economic performance. The macroeconomic ... [Read more]
Higher oil prices drive EM divergence
Focused thinking: 3 min read
Four potential events this year could lead to an emerging markets pricing snapback: a US ... [Read more]
April 2018
Where are the risks in an EM snapback?
Despite a number of challenging setbacks this year, India looks like it is now positioned ... [Read more]
March 2018
Deleveraging in a political milieu: Asia’s elephant faces a pivotal year
Focused thinking: 6 min read
Rising interest rates present challenges for both investors and corporates. However, there are a variety ... [Read more]
November 2017
Get ready for rising rates
In their recent ‘Asia Special Report’, our economists expect a decoupling from the Fed and ... [Read more]
August 2017
The tranquil path of Asian inflation
Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between ... [Read more]
January 2017
Deal-contingent hedging: a flexible way to mitigate risk