We think MSCI’s India Index will fall over the next couple of quarters in local-currency terms, amid subdued domestic economic activity and a general deterioration in investors’ appetite for “risky”...

Fed Chair Powell’s testimony to Congress has prompted a material revision to our forecast for the path of the fed funds rate and suggests the near-term risks to that forecast are skewed to the upside...

With much of the global economy holding up surprisingly well and inflation not coming down as quickly as expected, investors are weighing up the risk that policy rates remain elevated for much longer...

Falls in exports from Korea and Taiwan have weighed on corporate earnings in these economies, but even if that continues for a while we think their equities will hold up fairly well.