The mantra that I have heard in emerging markets is that any pitch for funds from asset allocators gets off the ground much more easily when everyone in the room (I guess, these days, I should say "on the call") agrees that the outlook for...

As military friction renews between China and India in the Himalayan region separating the two countries, we offer the following context and tentative conclusions:(1) Skirmishes and tension, not war – An extensive, full-blown war is extremely u...

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...

China is reportedly about to pass a new law, under the banner of national security, to prevent foreign interference, terror, secession, sedition, and subversion in Hong Kong. It may also be used to effectively prohibit dissent.The passage of the law...

Ant Financial (the operator of Alipay, and an affiliate company of Alibaba) plans to invest US$73.5 million in Myanmar’s digital payments platform, Wave Money. The investment will buy Ant Financial a substantial minority stake, alongs...

Four Biden versus Trump foreign policy contrasts - multilateralism, trade, Iran, climate: all would be positive shifts for emerging market investorsThere appears to be very little difference between Biden, Trump and the US Congress on the description...