emerging markets

Our view is that the global economy is growing slowly, but certain emerging countries are coming of age and some secular themes in these countries are likely...

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...

Can you do well by doing good?"As always, Cipla will follow a compassionate and humanitarian approach to healthcare that goes beyond the pursuit of profit. Access to...

Indonesia, Australia's largest neighbour, is uniquely positioned with structural and cyclical drivers of economic growth, without the level of inflationary pressure...

At Skerryvore, we define risk as the permanent loss of capital. Assessing this risk begins with understanding the people who are responsible for capital allocation at...

2022 has been the year of inflation - and more recently, the potential end of its relentless rise. The Reserve Bank expects inflation to top out at 8% in the current...

While equity markets continue to tumble in the face of a rising Fed, fixed income is getting attention. Asset allocators, after being rocked by the historic sell-off...

ERP Valuation Indicator: This is an important chart for global equities. Despite some reduction in valuations (e.g. PE Ratios have fallen), the issue is that bond...

Key Points: • China’s economy is overly indebted, largely because of the Government's preferred method of delivering stimulus since the Financial Crisis. • This...

Population growth trends: Demographics has been a hot topic lately, with apparently opposing forces arguing on the one hand for higher population growth to avoid...