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…
Is Confidence Returning To Global Markets?
The global economy and financial markets are enjoying a surge in confidence, driven by the sort of spontaneous urge to act…
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.…
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…
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…
China’s Growing Pains Persist
A Growth Engine Slows Since the 2008 global financial crisis, China’s commitment to delivering both monetary and fiscal stimulus in…
Emerging Markets in 2017: Trends To Watch
Trends Across Emerging Markets: Three To Watch In 2017 Emerging market economies pack a serious economic punch, but will they…
Chinese Discretionary Spending Is On The Rise
In March of this year, global consultancy McKinsey released results of an extensive survey to serve as a follow-up on…
Russian FX: Executive View On Ruble, Oil
Russian FX Executives See Correlation Between Ruble And Oil Price A September survey carried out in Moscow by Bloomberg shows…
Emerging Markets Will Rebound From “Brexit”
Our [Standard Chartered] big theme for 2016 is retreat, regroup, rebound. We expected emerging markets to come under pressure early in…
Pursue Opportunities in Emerging Markets: SLI
With 2016 officially half over, global equity funds are reflecting a story of mixed performance. Some groups are up, while…
May PMI’s Show China Slowdown Still Poses Downside Risk
Weakening export demand has increased pressure on the Chinese government to allow the last month’s yuan depreciation to become what…
