Emerging market (EM) Asian equities have performed well compared with those in other EMs when coronavirus concerns have worsened this year, but we suspect any further deterioration in the virus...

We think that most risky assets will make further gains next year as policymakers continue to anchor safe bond yields around their current levels and the US dollar weakens further.

While the real yield differential between the US and the euro-zone has moved against the euro recently we doubt that this trend will continue. And, in any case, we think that factors other than...

Although we have revised up our forecasts for economic growth in many emerging markets (EMs), we generally still expect monetary policy to remain loose, or be loosened further, to the benefit of local...