Emerging Markets
Podcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topics
Read MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
Read MoreCE3 Central Banks – Rushing for the Door
Over recent weeks, we have noted a hawkish shift at most emerging market central banks in response to…
Read MoreEmerging Markets – Removals & Resignations
It really is quite tricky for market participants in our asset class at the moment; not only are we faced with…
Read MoreEmerging Markets – It’s Complicated
This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets…
Read MoreIt’s complex – from Bitcoin to zloty
Alan Wilson reviews the week that saw Bitcoin become legal tender in El Salvador and protests in Brazil…
Read MoreCosta Rica vs Olympics Country Profile
Despite the rapid economic achievements in Costa Rica over recent decades, the country faces significant challenges in the wake of the pandemic…
Read MoreIndonesia vs Olympics Country Profile
The Indonesian economy, which is the largest in Southeast Asia and the 16th largest in the world, has achieved…
Read MoreDominican Republic vs Olympics Country Profile
The fiscal position, which suffered in the wake of the pandemic, continues to…
Read MoreUkraine vs Olympics Country Profile
While Ukraine is expected to rebound swiftly from the pandemic, the economy has slipped back into recession over recent quarters…
Read More