India’s election result isn’t, in our view, reason to turn downbeat on the country’s equity market, its wobbles earlier this week notwithstanding. But with a very positive story seemingly still priced...

Corporate credit spreads have been near historical lows in recent weeks, and we think they will remain close to these levels in the coming months.

We think equities in the Asia-Pacific (APAC) region may benefit most from improving sentiment towards China in the near term. But we think that economic / market exposures to the AI revolution, not to...

Having underperformed most other EMs since the pandemic, we think that returns of financial assets in South Africa will continue to disappoint. The outlook would worsen if the African National...