The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...

The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the tracker’s six categories. The recovery...

Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on our...

Market nervousness about inflation has increased in recent weeks, in part due to strong monetary growth in the major economies. While we still...

Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...

The heady cocktail of stronger global recovery prospects, surging prices for crude oil and other commodities, supply-side disruptions, and rising...

Global bond yields have risen sharply over recent weeks to become more in line with fair value. Previous episodes have demonstrated that what...

The Dubai 2040 Urban Master Plan announced earlier this week aims to chart course for the emirate’s development as competition in the Gulf...

Spain is both less energy efficient – it requires more energy to produce one unit of output – and more reliant on oil than its European peers....

Emerging market financial conditions remain very favourable in early 2021 even as inflation fears have grown and government bonds yields have...