Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
Emerging markets
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Article
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Podcast
Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
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Article
Enabling Asia’s rapid electrification
A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity,…
13/02/25
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Article
Robust fundamentals should prop up...
Many emerging market economies have robust fundamentals: strong external demand, stabilising inflation and monetary policy easing, While their GDP growth…
06/02/25
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Podcast
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and…
29/01/25
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Article
Fixed Income Outlook – Favourable...
Emerging market bonds stand to benefit from a range of factors: we expect economic growth to remain resilient into 2025,…
04/11/24