Find ideas for investing effectively in emerging and frontier economies
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
As African sovereigns move up income groups, concessional funding declines, prompting a shift towards diversified, market-based financing strategies.
Despite some easing, domestic gold prices remained around 45% higher y/y, influencing demand and spending.
In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.
Crude imports by Indian refiners rose to an all-time high of 5.54 million b/d in October, as refiners capitalized on improved availability to build supplies ahead of festival demand, while processi...
Friday's market moves are attention grabbing, but economically more muted. The crypto gyrations are speculation, with little real world relevance (beyond the alleged boost to North Korea's GDP). Th...
Why the tech sell-off has had little fundamental basis so far, and what the midterms and Iran mean for a volatile week ahead.
The medium-term outlook remains positive, but near-term risks have increased, leading us to take profits in emerging markets and add US Treasuries for greater portfolio resilience.
Indonesia is signaling a further reduction in its 2027 nickel ore production quota under the government's annual work plan and budget, or RKAB, as global oversupply weighs on prices, Coordinating M...
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