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Macroanalysis
 
Jan 2017
|
Macro and market

Global Economic Outlook: The global reflation theme is intact

Author: Robert Scherfke, PhD

We expect stronger global growth and higher inflation in 2017. The developed market macro policy shift is unfolding, with less monetary accommodation and more fiscal spending. We also foresee a tug of war in...

 

India's bold moves: Investment implications of recent reforms

Authors: Murali Srikantaiah, ...

Indian Prime Minister Narendra Modi’s efforts to formalize the economy and boost growth are taking shape, creating an attractive entry point for investors.

File under: Capturing the resurgence — and divergence — in emerging market assets

 
Nov 2016
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Podcast

On China: Rebalancing the economy

Authors: Santiago Millán, CFA, ...

In the first of a three-part series, we explore China’s transition from an export-led to a consumption-based economy.

File under: Capturing the resurgence — and divergence — in emerging market assets

 
Nov 2016
|
Podcast

On China: Debt dynamics

Authors: Santiago Millán, CFA, ...

This second of a three-part series centers on the country’s rising debt, its ability to sustain this debt, the likelihood of a crisis, and market implications.

File under: Capturing the resurgence — and divergence — in emerging market assets