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Emerging Markets Feel The Heat

Central banks across key emerging markets are hiking interest rates in an attempt to shore up investor confidence in the face of tightening US monetary policy. Two of the latest emerging market...

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Emerging Market Currencies On The Edge

Two weeks ago in our online service, we outlined the degree to which emerging markets (EMs) remained vulnerable to rising US yields even after a significant sell-off between May and September. With...

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Urbanisation And Commodity Prices

One of the key drivers of high commodity prices in recent years has been urbanisation in the developing world. In China alone almost 300 million people have moved into cities since the turn of the...

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