Recent Articles from this contributor
EM ex-China has delivered robust returns so far this year, and we see reasons why this may continue for some time
A complete uncoupling from China, the world’s pre-eminent manufacturing hub, seems a long way off.
With its 180-degree turn on COVID and other policies, the world’s second largest economy is setting the stage for a broad-based EM rally.
Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”