Emerging Markets
Downside Risks Dampen China’s Housing Market Outlook…
Is China’s Food Price Inflation Transitory…
Executive Summary Increase In Chinese Ag Prices Has Been Much More Muted Than Globally
Increase In Chinese Ag Prices Has Been Much More Muted Than Globally…
RBI Tightening: A Headwind For Indian Stocks…
The Brazilian Central Bank: “Overkill” Mode…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (May 17 at 9:00 AM EDT, 14:00 PM BST, 15:00 PM CEST and May 18 at 9:00 HKT, 11:00 AEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our…
Chinese Retail Sales, Industrial Production, Contract The Most Since March 2020…
Executive Summary Favor ASEAN And The Philippines
Favor ASEAN And The Philippines…
Executive Summary The surge in food prices following Russia's invasion of Ukraine will drive EM headline inflation higher, given more of individuals' incomes in these economies are spent on food. Economies in the MENA will remain at risk for…
Executive Summary India’s annual consumer price inflation will rise a notch from current levels but is unlikely to surpass 8% in a sustained manner. Demand-driven price pressures are absent in the Indian economy. So are wage pressures. That leaves…