China is slowing, but we expect the government will act as needed to stabilize growth.
We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.
The U.S. housing sector is likely to remain soft this year after peaking in early 2018.
India’s economic outlook is improving, though the potential for near-term volatility remains.
We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.
Hemant Baijal explains why we now see emerging market local currency debt as highly attractive.
Turkish market contagion may create buying opportunities for emerging market investors.
The end of Greece’s bailout program begins a new chapter in Greek economic history.
In our view, the global growth cycle is still intact.