Optimism Increases On China
Regulatory Clarity Raises Hope From insurers to investment managers, investors are increasingly optimistic about China, mainly driven by more settled…
A Closer Look At China’s Reserves
China’s FX reserves data for June, released on July 7th, clearly suggest that capital outflows may be picking up. Adjusting…
MSCI Attention Relevant, But Reforms Key Drivers
After three failed attempts, the inclusion of 222 Chinese large-cap A-shares in MSCI’s Emerging Markets Index is what many market…
A Post-Brexit UK Will Benefit From China’s OBOR
China’s Ambitions Could Make London Top Financial Centre Post-Brexit As one of the world’s biggest renminbi hubs outside of China,…
Emerging Market Investing: Mitigating Geopolitical Risk
Geopolitical events have always posed a challenge for investors, often leading them to turn defensive, or even ‘flee’ the markets.…
Asia’s Infrastructure Boom: A Nod To The Future
From roads to railways, bridges, ports and metros, an unprecedented volume of new infrastructure is being built across South Asia…
Trump And Trade: A Meaningless Goal?
While US President Trump has softened his stance on a number of key issues since taking office, trade is decidedly…
China’s Downgrade Reflects Its Fundamentals
This week, global ratings agency Moody’s downgraded China’s sovereign rating to A1 from Aa3, citing expectations of financial conditions eroding…
French Carrier Expanding Into Emerging Markets
French airline XL Airways is experiencing a sort of renewal. At more than two decades old, a new CEO and…
Cracks Appearing In Philippine Economy
Incoming Central Bank Governor To Inherit “Robust” Economy The Philippine central bank will soon have a new governor. Data points…
2017 Emerging Market Inflows At Post-2006 Peak
Data Points To Seventh Straight Week Of Strong Inflows According to EPFR Global, flows into global emerging market funds (GEMs)…
Rachel Ziemba Talks Spring 2017 IMF Meetings, NAFTA
Speaking exclusively to Emerging Market Views, Rachel Ziemba, managing director of Emerging Markets research with 4CAST-RGE, discusses what investors should…
