Net foreign purchases of equities are published on a daily basis in five of the eight countries in the MSCI Emerging Markets Asia Index – India, Indonesia, the Philippines, South Korea and Thailand...

Since the end of Q1, the return from the MSCI Emerging Markets Index has been impressive and eclipsed that from the MSCI World Index of developed market equities. Such outperformance has been a rare...

The latest acts in the Greek tragedy have begun to unsettle financial markets again, although we think there are potentially much bigger moves to come. Indeed, markets still appear to complacent both...

We have revised down our forecasts for the 10-year Gilt yield in recognition of the fact that monetary policy in the UK is likely to be tightened even more gradually than we had previously anticipated...