Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...

The first point to note is that so far, outside Asia-Pacific, the US Treasury yields move has been received in a fairly orderly fashion. Analysts’ forecasts continue to suggest that regional monetary authorities (with the odd exception) will ride out...

Stocks markets have flipped around again today, with the NASDAQ and S&P500 showing big falls (-1.12% and -0.76%) - though one thing the financial newswires seem to have forgotten to point out, is that on a two-day basis, stocks are actually still up,...

A concession has built in emerging markets. However, the higher rates narrative is not over. The dominant influence on credit market performance so far in 2021 has come from the ratchet higher in core bonds yields. A broadening in global recoveries t...

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...

General Asia: Asian markets will likely open on a high note on Friday with investors reacting to the strong showing of the technology sector overnight. Malaysia: January industrial production (IP) data today comes as another test of the hit to the ec...