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Category: Thought Leadership

Category: Thought Leadership

03.07.2019

2019 Emerging Markets Mid-Year Outlook

A Silver Lining Amid Global Uncertainty: Policymakers in emerging markets have the necessary tools at their disposal to support growth...

28.06.2019

EU-Vietnam FTA: Catalyst for Growth

The implementation of the EVFTA should create a boom in foreign direct investment (FDI) from the EU into Vietnam with...

14.06.2019

India: The Next Five Years

Spelling stability and a continuity of leadership and essential reforms, Modi's re-election is projected to maintain India's status as the...

27.05.2019

US-China Trade War: Where Does It Lead?

As China and the U.S. face different respective domestic conditions and challenges, their stand-off will be part of unavoidable daily...

16.05.2019

Update on US-China Trade Tensions

Although the recent re-escalation of US-China tension is likely to be temporary, markets might pull back somewhat and see higher...

07.05.2019

Financial Inclusion in EM: Look Who's Banking Now

While only 63% of adults in emerging markets have a bank account, it is expected that marginal improvements in regulation...

29.04.2019

Globalization at a Crossroads

Autocratic leaders Xi, Putin and Kim are embracing the strategy of ‘divide and conquer,’ taking advantage of a world increasingly...

26.04.2019

India's Banking Sector: Moment of Renaissance

We believe that the Indian banking sector is in its last leg of provisioning for large Non-Performing Assets (peak GNPA%...