Emerging Markets - A Changed Asset Class?

Weekly Report: what happened at INDL last week (0408-0412)?

Emerging Markets Activity Expands At Fastest Pace In 10 Months

Emerging Markets Activity Expands At Fastest Pace In 10 months. Incoming new business for emerging market goods and services rose in March at the quickest pace since last May. India continues to lead growth in both the manufacturing and service sectors. In March emerging markets growth accelerated at the fastest pace since May 2024.

Broaden Your Investment Horizons

It may be time to look beyond the U.S. For equity market performance. Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery. Europe could cut its interest rates sooner than the United States. Europe's manufacturing activity could get a boost from stimulus.

Weekly Report: what happened at INDL last week (0401-0405)?

Q1 Growth Forecast Should Keep India Equity Bulls Appeased

Weekly Report: what happened at INDL last week (0325-0329)?

Weekly Report: what happened at INDL last week (0318-0322)?

Dynamics Down Under: Deciphering APAC's Economic Landscape

Home Market Outlook Economy Analysis Dynamics Down Under: Deciphering APAC's Economic Landscape. The Asia-Pacific region stands at a pivotal juncture. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discuss the intricacies of high inflation in the region.

Inevitable In India: Crowds, Cricket And Capital Gains Tax

Weekly Report: what happened at INDL last week (0311-0315)?

Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures

PMI: Emerging Markets Growth Remains Solid Amid Intensifying Inflationary Pressures in February. Overall prices rose at the fastest rate since last October across emerging markets. India remained the brightest spot in the emerging market space, followed by Brazil, mainland China and Russia.

Weekly Report: what happened at INDL last week (0304-0308)?

Weekly Report: what happened at INDL last week (0226-0301)?

Weekly Report: what happened at INDL last week (0219-0223)?

Weekly Report: what happened at INDL last week (0212-0216)?

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Weekly Report: what happened at INDL last week (0205-0209)?

The Dollar Remains King

Todd Sullivan says the US$ has strengthened since Putin and Xi gained control in their respective domains. The US$ remains the only market investors should ever consider in his opinion. Sullivan believes the US is the safest environment for free speech and intellectual property rights. The Dollar Remains King because of its people.

Weekly Report: what happened at INDL last week (0129-0202)?