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Global Markets Update Revising up our forecasts for Indian equities We have revised up our forecasts for India’s Sensex equity index following the corporate tax reform there. And more generally, we expect it to be one of the best performers among EM stock markets over... 27th September 2019 · 3 mins read
Global Markets Update EM local currency bonds likely to struggle from here The combination of a broad-based easing cycle in emerging markets and strong demand for risky assets has pushed local currency emerging market (EM) sovereign yields down sharply in 2019. However, we... 25th September 2019 · 3 mins read
Global Markets Update Fed to stop easing soon, pushing Treasury yields up Given our view that the US economy will avoid a recession, we doubt that the Fed will deliver as many rate cuts as investors anticipate. As such, we think that Treasury yields will rise substantially... 20th September 2019 · 3 mins read
Global Markets Update Another oil shock would probably see the dollar rise, not fall Although the oil price has fallen back since the weekend’s attacks on production facilities in Saudi Arabia, it could surge again if there are further strikes or if tensions in the Middle East... 19th September 2019 · 3 mins read
