Strong public investment growth alongside overall fiscal prudence have contributed to the rallies in India’s bond and stock markets over the past couple of years. However, we don’t see much in the...

We think that a second term for President Trump would probably worsen the outlook for sustainable energy equities at the margin, and also add to the pessimism around stocks in the beleaguered electric...

The global IT outages affecting Windows software are causing huge temporary disruption to certain sectors including travel and healthcare, but while things are still very uncertain we do not...

China’s bond market seems to be caught between the country’s slowing economy and the PBOC’s desire to push long-end yields higher. The announcements from the Third Plenum this week probably won’t help...