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EM and the US mid-term election

Weekly investor research

22 October 2018

The US mid-term election is approaching. After a long and noisy campaign, what does the post-mid-term election period have in store for EM investors?

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From trade war to currency thaw?

Weekly investor research

15 July 2019

In conclusion, it is high time for new and constructive ideas in global finance. The Trump Trade War has failed. There may not yet be any concrete signs that the US government is engaging in direct currency...

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India’s Budget: Modi does the right thing

Weekly investor research

08 July 2019

The Indian bond market rejoiced last week as Prime Minister Modi’s government unveiled an austere budget. On the other hand, Turkey is heading the Venezuelan way as Erdogan sacks the central bank governor....

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