Were China’s “A-shares” to be included in the MSCI Emerging Markets Index it may not be the big deal that some expect. A-shares would probably only be dripped into the Index, while the outlook for...

As we noted in our Global Markets Update, “How do the valuations of US and European equities stack up?”, which was published on Monday, the stock market in the US can be considered either to be...

The renewed slide in the renminbi against the US dollar may revive concerns about a broad-based devaluation of the Chinese currency. However, as we have argued before, context is everything, and here...

Emerging market (EM) currencies have not always underperformed during Fed tightening cycles and we do not expect them to do so this time, even as US rates rise further than is generally anticipated