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We maintained marginal overweight positions in both growth and defensives this month. While we are positive on risk assets, we are also cautious of the continuing equity volatility driven by the on...
Our latest report examines the scale and direction of India's tourism economy.
India Forward: Reimagining Growth explores how India can move beyond consumption-led growth through domestic reform, infrastructure investment, capital market development and strategic execution to...
Who says nothing was gained from the US & China talks last week? The Atlanta Zoo landed two new guests for its 5-star bamboo-laden Airbnb. The two world leaders also agreed to rename AI to SI (Supe...
The Gulf conflict and disruption to the Strait of Hormuz exposed petrochemical markets’ vulnerability to geopolitical supply shocks by constraining movements of crude oil, naphtha, liquefied petrol...
How have quant equity strategies fared amid China’s shifting equity market dynamics?
Africa's most consequential frontier market story
President Donald Trump signed a new act expanding and codifying Russia sanctions, authorizing him to impose additional tariffs, and extending sanctions on Iran, all while preserving significant pre...
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