Emerging Markets
Why global investors will start upping exposure to EMD assets
Local currency EM debt may well already be a core asset – so let’s treat it as one….
Read MoreSome Thoughts on Mexico and the MXN
The MXN is the most undervalued currency in our valuation framework…
Read MoreThe Prospective Return of Industrial Policies
The process of globalisation will need to take a break, in light of the stresses it has imposed on…
Read MoreA Decoupled Global Economy and the Dollar
The global economy is remarkably decoupled, with the US and China out-performing…
Read MoreEmerging market growth engine shifting from beta to alpha: the case of Brazil
In the past decade, the emerging market economies have essentially been…
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