05 October 2023
Can India Replace China As A Driver Of Global Growth?
While China’s rapid expansion of the past decades helped lift the overall global growth rate, the country’s very large and persistent current account surpluses have adversely affected and shaved the...
07 September 2023
Global Growth: Failing Engines
If we look at global growth as an aircraft, the plane is experiencing failing engines and will lose more altitude in the coming months. Europe is heading into a recession. Euro area stocks are set to...
01 August 2023
Is There A Bullish Case For EM ex-China?
The strong performance of EM ex-China equities since late last year has been largely due to the significant rallies in (1) Korean and Taiwanese equities because of the large weights of semi stocks;...
