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What you'll find in this report ... Want the full picture? Click Download to access CBRE Research's complete India Mid-Year Market Outlook FY2027.
Aaron Ge, Deputy CIO of Equity Investment for Hong Kong-based Fullgoal Asset Management joins BMO Global Asset Management (BMO GAM) CIO Sadiq Adatia to review the near- and long-term investment case.
Emerging Markets debt (EMD) was long defined by a simple pitch: more yield for more risk. That no longer fits the asset class—and many portfolios have not caught up.
Argues that diversification may require return sources beyond the shared global drivers of traditional assets.
A new adminstration in Colombia seeks to restore financial discipline. Hard currency Colombian sovereign bonds may offer value.
His name is Lula, and a surprising election victory in Brazil saw spreads widen in local markets.
In GMO’s latest Quarterly Valuation Update, FX and local currency rates screen cheap and very cheap, while hard currency credit is rich.
The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.
We speak to Omar Negyal, manager of JEMI, about the most compelling opportunities across emerging markets.
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