The Emerging Markets Consumer
2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
Update on Argentina
The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.