Our outlook for India: The view from the GEMs desk
The excitement about India has resulted in rich valuations. How are you thinking about the valuation of Indian markets and how are you positioned? On valuations, with any metric we look at, the Indian market does screen to be expensive – but we have to think about why investors pay a premium for India, and […]
Surprise election result rattles Indian stocks
market snapshot
PM calls snap UK election:
market snapshot
A new hope
market snapshot
UK outlook brightens as rate cuts loom
market snapshot
Hang Seng soars as China sentiment shifts
market snapshot
Emerging market debt: the strong recovery continues
EMD report Q1 2024
Paradigm shift
market snapshot
Volatility persists amid global uncertainties
market snapshot
US and Europe on divergent rate cut paths
market snapshot
