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,...

In our latest look at the impact of the economic shock brought on by Covid-19, we focus on geopolitics. We think there will be long-lasting negative effects on regime stability, structural reform and relations with neighbours.In the same wa...

January started with investor fears of war (Iran) and ended with fear of another horseman of the apocalypse, pestilence (China). Oil prices spiked 4% after the assassination of Iran Quds Force leader, Qassem Soleimani, in a US drone st...

As well as our review of the month-to-date in frontier and emerging markets, we focus on the feedback from c80 meetings we have conducted with public equity fund managers globally in the past couple of months. The mood is extremely bleak as rede...

The Saudi Aramco IPO is finally upon us. A prospectus is expected on 9 November and a listing is planned for December. Although the process has taken so long that investors may have grown weary, the current environment could boost oil prices and comm...

Indonesia equities, measured by MSCI Indonesia, have dropped over 4% in the past month compared with MSCI EM and MSCI Asia ex-Japan, which are broadly flat, and the under-performance year-to-date is of a similar magnitude. MSCI Indonesia is on traili...