Companies in the China tech sector are c25% of MSCI EM index; are they all in the cross-hairs of US-China friction? US ban and potential forced sale of TikTok the latest example of national security pretext for splintering the internet. Restricted in...

The world entered the COVID-19 pandemic with persistent, pre-existing external imbalances. Foreign exchange intervention, where needed and where reserves are adequate, could help alleviate disorderly market conditions. Over the medium term, reducing...

More low-income individuals aren't benefitting from government support than wealthier individuals. This difference seems most severe in China and India. Low-income individuals can't benefit from such schemes if they are financially excluded. Low-inco...

What does Refinitiv data say about how the European Commission’s (EC) goal of putting sustainability at the heart of the European financial system is being aligned with the urgent need to fund the COVID-19 recovery? Refinitiv data looked at which mem...

The Russian market got August off to a good start yesterday. The Russian equity market is facing some headwinds this morning as oil prices and the ruble retreat on concerns. Loading volumes via Russian Railways network decreased 3.9% yoy in July – Mi...

The monetary easing expectations stem from prospects of a prolonged economic slump ahead resulting from an un-abating spread of the Covid-19 pandemic. Supporting this, exports crashed by 37% YoY and imports were worse with a 53% plunge. These dented...