The Price of Peace
Markets celebrated the announcement of the interim agreement between the United States and Iran as though geopolitical risk had suddenly disappeared. Investors immediately priced the...
Tag: emerging market
India Begins Defending the Rupee as the Emerging-Market Stress Cycle Returns
For years, India represented the favourite emerging-market story of global investors. Strong growth. Structural reforms. Digitalisation. Expanding middle class. Geopolitical neutrality. Demographic power. Now the...
The Funeral of Easy Yield
For income-hungry investors, the age of lazy, state-sponsored abundance is drawing to an unceremonious close. For years, one could be handsomely paid for doing precisely...
Trump Builds Tariff Walls, Xi Sells Through the Windows
President Xi Jinping’s export machine has ploughed through five months of Trump’s eye-watering tariffs and somehow still delivered a record $1.2 trillion trade surplus. Restrict...
The Great Emerging Market Bond Rush
Yield-hungry investors are once again fuelling a borrowing bonanza across developing nations, prompting a record surge in hard currency bond issuance, all in a mad...
Emerging Markets Caught in the Crossfire: Fed Missteps, Trump Risks, and China’s Faltering
Emerging market assets are once again feeling the squeeze, caught in the crossfire of U.S. Federal Reserve missteps, Donald Trump’s unpredictable ambitions, and China’s underwhelming...
The dollar will remain strong in 2024
The resurgence of the American dollar exasperates central bankers and governments worldwide, forcing them to act to relieve pressure on their currency. From Tokyo to...
Comprendre le conflit Ukrainien
L’objectif de cet ouvrage court par volonté, n’est pas de porter un jugement sur les protagonistes du drame qui se joue aujourd’hui à quelques centaines...
Challenging time for the Indian economy
Indian households are saving less than they have in half a century. According to the Reserve Bank of India, household net savings in 2022-23 accounted...