China: Equities Bull Market Is Back
Highs, Lows, And Return Of A Bull Market China’s equity markets have been on a wild ride in recent years.…
2017 Political Heat Map: Iran, Turkey
2017 Heat Map: Emerging Markets To Watch The French presidential elections represent the highest stakes of a busy election calendar…
Geopolitical Trends In 2017
The shift to a more multi-polar world is underway, according to Philippe Dauba-Pantanacce, senior economist and chief global geopolitical analyst…
Mexico: Peso Outlook ‘Less Risky’
NAFTA Renegotiation Expected This Year The main factors currently impacting Mexico’s peso are the outlooks on NAFTA renegotiations and domestic…
Mexico IP Ticks Upward, Trade Still A Risk
Production Ticks Up A Notch Mexican industrial production rose 0.1 percent on the month in January, reversing December’s 0.1 percent…
Commodities View: Exports Should Remain Robust Under President Trump
Despite Misplaced Fears On Exports, Mexico Growth To Suffer There has been a dramatic shift in the nature of US-Mexico…
Argentina Primed For MSCI, Ready For Investors
Shift In Policy Leads To Recovery Following an aggressive shift to what market analysts refer to as “orthodox policies”, Argentina…
ASEAN: A Strategic Region With Rising Relevance
ASEAN: A Region Gaining in Global Relevance For many Asian companies looking to expand into new markets, targeting the Association…
Gabon Update: Post-Election Risk Remains
Risks Clouding Outlook After Contentious Election After an election that led to countrywide unrest, Gabon, sub-Saharan Africa’s 5th-largest oil producer,…
India’s Reforms Are Gradual, Positive
Policy Changes Slow, But Impact Positive For Investors To many investors, policy changes in India have not come fast enough.…
Emerging Markets Under Trump | Mexico’s Economy And Its Perfect Storm In 2017
Rising Inflation, Falling Peso Dominate Outlook Lower growth and the potential of a renegotiation of the North American Free Trade…
Part II: China’s Economic Transition Continues
China: Remaining Mindful Of The Need For Stability While we (Janus Capital) believe the economic transition is in its early…
