The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...

Bank Negara Malaysia’s Monetary Policy Committee holds its first meeting of the year next week. The two-day policy meeting begins on Tuesday, 19 January. The significant surge in Covid-19 over the last two months will push BNM to ease policy again, i...

The King of Malaysia, Al-Sultan Abdullah, has declared a state of emergency to combat the rise of Covid cases, empowering the government of Prime Minister Muhyiddin Yassin to suspend parliament and introduce laws without approval. The emergency decre...

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...