Emerging markets.

Optimism returns to Asian markets.

Changing supply trends in Asian credit

Digitalisation, equality, India

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.

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US-China trade war: tricky times return

US-China trade war: tricky times return

Tricky times have resumed for negotiations on trade between the US and China after US President Trump threatened to increase tariffs on Chinese goods from 10% to 25% from 10 May.

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Changing supply trends in Asian credit

Changing supply trends in Asian credit

Bond supply trends are changing among Asian borrowers who issue debt denominated in USD.  We expect more diversification of names as high yield issuance increases, and outline opportunities for investors.

read more
US-China trade war: tricky times return

US-China trade war: tricky times return

Tricky times have resumed for negotiations on trade between the US and China after US President Trump threatened to increase tariffs on Chinese goods from 10% to 25% from 10 May.

Read more
Chinese economy stabilises amid stimulus

Chinese economy stabilises amid stimulus

Chinese indicators are showing signs of stabilising amid the latest bout of fiscal stimulus, and our out-of-consensus call foreseeing positive Chinese growth surprises, has begun playing out. Developments in the US-China trade negotiations will be key.

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Un contexte positif pour les marchés émergents

Un contexte positif pour les marchés émergents

Pourquoi les marchés émergents offrent-ils des opportunités d’investissement attrayantes ?

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Comment s’adapter aux changements de cycles des marchés émergents ?

Comment s’adapter aux changements de cycles des marchés émergents ?

Les marchés émergents offrent aujourd’hui aux investisseurs une grande palette de choix en matière d’investissement.

Les actifs émergents ont en effet considérablement évolué en quelques décennies: ils sont passés d’un univers restreint, concentré, volatil, à un univers de plus en plus profond et varié.

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Changing supply trends in Asian credit

Changing supply trends in Asian credit

Bond supply trends are changing among Asian borrowers who issue debt denominated in USD.  We expect more diversification of names as high yield issuance increases, and outline opportunities for investors.

read more