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Emerging Markets Update

Below is a selection of emerging markets-focused stories from our online service and weekly Emerging Markets Monitor publication:   CEE: Government Spending Unable To Halt Slowdown Government...

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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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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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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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