China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

In 2023, the cloud of headline risks swirling around emerging market (EM) corporates (COVID,..

Emerging Markets

A flurry of negative economic and geopolitical headlines have battered Chinese equities over the..

Equity Research, Emerging Markets

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you..

Emerging Markets, Sector Outlook

1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

Equity Research, Emerging Markets, Sector Outlook

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Emerging Markets, Fixed Income, Sector Outlook