Tag: brics

Emerging Markets: Has the Time Come?

28 January 2024 At last year's BRICS Summit in South Africa, national leaders were all smiles; ushering in what they believe will be a more influential era for the Global South. Emerging market investors, on the other hand, have had little to celebrate, as EM markets have dramatically underperformed during the past 15 years -- [...]

Global Strategy: 2020 Vision

11 November 2019 Easy monetary conditions have fueled the global equity index to an all-time high. Looking forward, key market risks centre on the likelihood of a 2020 global recession, the possibilty of a trade deal between the United States and China, and political risks, especially as US and UK voters go to the polls. [...]