Most emerging market (EM) countries have made further progress on implementing structural reforms in the past year. While this broad increase in competitiveness supports our view that EM stock markets...

Both the BIS’s latest report and our own risk indicator continue to highlight high levels of debt as a key risk in China, but we think investors are right to judge that the threat of a credit event in...

The outcome of forthcoming elections in the US is unlikely to have a major bearing on the performance of its stock market, if history is a useful guide. Economics will matter more than politics.

Rather than loosen policy outright on Wednesday, the Bank of Japan (BoJ) made changes to its existing policy framework, some of which are designed to lessen side effects on the financial sector. It is...