Weekly Report: what happened at IIF last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Weekly Report: what happened at IIF last week (0708-0712)?

2024 Midyear Global Outlook: Waves Of Transformation

Home Market Outlook Today's Market 2024 Midyear Global Outlook: Waves Of Transformation. We see a new wave of investment into the real economy, transforming economies and markets. The world could be undergoing a transformation on par with the Industrial Revolution. The race to build out AI, the low-carbon transition and the rewiring of supply chains could spur major capital spending.

IIF: Among The Fastest Horses In The Indian Race

Morgan Stanley-managed India Investment Fund (IIF) is on track for another great year. New thematic bets position the fund for future growth. For pure total return potential, it's hard to look beyond IIF. IIF is among the best risk/reward plays on India.

Weekly Report: what happened at IIF last week (0701-0705)?

Emerging Market Stocks: Great Businesses Hide In A Murky Market Landscape

Weekly Report: what happened at IIF last week (0624-0628)?

Weekly Report: what happened at IIF last week (0617-0621)?

Is India The Next Global Growth Powerhouse?

Weekly Report: what happened at IIF last week (0610-0614)?

Emerging Markets Expand At Fastest Pace In A Year While Cost Pressures Rise

Indian Equities In A New Regime

Weekly Report: what happened at IIF last week (0603-0607)?

The Reserve Bank of India Delivers A Hawkish Hold

India's headline inflation remains stuck in the top half of the Reserve Bank of India's inflation target range at 4.8% year-on-year. The RBI has pushed back at calls for a rate cut. But the backdrop is not yet conducive to a cut, says ING.

Dollar Recovers From Yesterday's Slide, But Slumps Against The Yen

Dollar recovers from yesterday's slide, but slides against the yen. The yen is resisting the dollar's recovery and is the strongest of the G10 currencies. Indian stocks are giving back yesterday's gains plus today, sliding more than 5%. Most bourses in the Asia Pacific region fell today.

Election News Lift India But Weigh On Mexico

Election News Lift India But Weigh On Mexico. The dollar has returned from the weekend with a better bid tone. A dramatic victory for the Morena party in Mexico has spurred sales of the Mexican peso. The Indian rupee is stronger as Modi appears to have broadened his support since the election.

Weekly Report: what happened at IIF last week (0527-0531)?

Mega Forces: Infrastructure Required

Jean Boivin: Infrastructure sits at the intersection of five mega forces: Demographic divergence, geopolitical fragmentation, digital disruption and artificial intelligence and digital disruption. Infrastructure needs sit at intersection of mega forces - the structural shifts driving returns now and in the future. He highlights investment opportunities in emerging markets where capital investment has not kept up with growth.

Weekly Commentary: Speculative Bubble Hype

Home Market Outlook: Today's Market Weekly Commentary: Speculative Bubble Hype. Nvidia's stock surged 15% this week, boosting market capitalization to $10 trillion. The massive 'doomsday glacier' is undergoing a 'vigorous ice melt' that could reshape sea level rise projections.