We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations...

Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the...

Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...

Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...

Markets have cheered today’s budget, which was perceived to be growth-oriented with an emphasis on infrastructure spending. The revised estimates...

On February 1, Myanmar’s military seized control of the country, announcing a one-year state of emergency and the replacement of democratically...

Economic growth has picked up from the sharp falls in Q2 2020, but the recovery across the ASEAN-6 economies has been uneven. Varying success in...

The bear-steepening of the US yield curve has accelerated with growing hopes of a blue wave in the US. A political disappointment is a single...