Indian equities outshine EMs as...
As the MSCI India index gained 9.3% in July – outperforming all other emerging market indices – domestic investors continue…
19/08/22
Macroeconomics
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Article
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Article
Weekly market update – Central...
Since mid-July, investors have had to deal with the conundrum of high inflation coupled with early signs of slowing economic…
18/08/22
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Article
Weekly market update – Will...
Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…
11/08/22
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Article
Weekly market update – Diverging...
On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in…
04/08/22
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Article
Asset allocation highlights – Expectations...
Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and…
02/08/22
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Article
Asset allocation monthly – Four...
Given that the current downturn is truly global, the marked gap between the optimism among equity analysts and the caution…
02/08/22