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Rising energy and fertilizer costs, supply disruptions in the Middle East and Russia, and El Niño-driven weather risks are increasing pressure on global food prices and food security, with the grea...
China’s officially reported third quarter GDP growth was 4.5% y/y. That means that this year’s officially reported growth is likely to hit the officially set growth target. However, despite a stron...
Global credit markets navigated a challenging week as persistently elevated U.S. inflation data reinforced expectations that the Federal Reserve (Fed) will hold rates higher for longer. The 10-year...
Lyndon Man examines European fiscal risks, lessons from 2011 and which emerging market currencies, rates and bonds may withstand contagion amid volatility.
Cameron Robertson joins Equity Mates to discuss Asian investment opportunities, from AI in Korea and Taiwan to healthcare in India and value in China.
China's economy shows diverging trends. Learn how exports, technology and manufacturing are expanding while domestic demand remains subdued.
Regional political shift toward market-friendly policy, fiscal discipline, and closer US ties, and whether it could lift Latin American credit.
China’s AI models now rival leading U.S. alternatives yet face mounting semiconductor constraints. We examine the latest developments in Chinese AI and explore what these advances mean for the comp...
The ongoing effective closure of the Strait of Hormuz and China's continued fertilizer export restrictions are creating structural supply deficits; ratings on fertilizer producers have been largely...
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