Why is global capital returning to EM?
Despite a challenging global macro environment, driven by factors such as high inflation, tighter monetary conditions, and geopolitical frictions,
Read MoreWhat to expect from the BoJ’s new monetary policy approach?
One of today’s biggest macro-economic challenges for policy makers and central bankers on a global level is to combat rising inflation.
Read MoreHow can the US Fed balance inflation and financial stability concerns?
The US Federal Reserve is often pressured to ease or pivot away from tighter monetary policies, as investors and the general public tend to prefer “easy money”
Read MoreAre EM returning to growth outperformance in 2023?
Over the last decade, emerging markets (EM) were a synonym for economic dynamism, opportunity and growth. In fact, EM economies have been outperforming most other countries when it comes to GDP expansion and other activity metrics until the beginning of 2020.
Read MoreGlobal activity surprises to the upside despite headwinds
The year started with negative sentiment dominating the global macro-economic environment and outlook.
Read MoreGlobal trade is set to stabilize in the coming months
Global trade is widely considered a crucial metric for evaluating economic activities between nations.
Read MoreECB reaffirms record tightening cycle to rein in inflation
The European Central Bank (ECB) continues to reaffirm the most aggressive tightening cycle of its history in an effort to curb inflation. After a hike of 50 basis points (bps)
Read MoreIs gold set to continue acting as a safe-haven asset?
Gold has long been a source of debate and contention among economists and investors. Lord John Maynard Keynes, the renowned economist and statesman,
Read MoreJapanese inflation is back and the Bank of Japan needs to move further
The Bank of Japan (BoJ) has historically been at the forefront of radical monetary policy experimentation. In the aftermath of the Nikkei crash and the burst of the Nipponic asset price bubble of the late 1980s,
Read MoreAre Sub-Saharan African economies resilient to global economic shocks?
After a strong economic recovery from the 2020 pandemic shock, select frontier markets in Sub-Saharan Africa benefited from the “great global re-opening” in 2021 and 2022.
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