After a very strong run, India’s economy faces a more challenging few quarters in the face of punitive US tariffs. But hopes are growing again that these could be reduced. And in any case, domestic...

With inflationary pressures continuing to strengthen at the start of the quarter, there is little chance that rate cuts will be on the RBA’s agenda anytime soon.

We think the AI-investment boom is still in its relatively early stages and will eventually drive strong productivity gains as adoption of the technology rises. This keeps us optimistic on the growth...