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Shifting Realities and Opportunities in Emerging Markets

EM have become more resilient but risks remain BY GENE FRIEDA One truism spanning the last three decades has been that emerging markets are a leveraged play on global growth – often outperforming [...]

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3 benefits of a bear market

Get ready to learn a lot about investing — and yourself   After a decade of rising stock prices DJIA, +1.10% it’s time to look forward to the next bear market—and the three big benefits [...]

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China’s Balancing Act: Controlled Deleveraging and Steady Growth Ahead

With China’s ambitious development plan as the backdrop, our central outlook for China over the next few years is optimistic. Unique among major economies, China is renowned for its long-term [...]