EM by EM #18 – Why Jackson Hole is more important than Johannesburg
During an otherwise uneventful week, the International Finance correspondents are having a party. The first destination for the flying journalist...
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Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
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RBI Rate Decision
Consequently, the standing deposit facility (SDF) rate stands adjusted to 6%, and the marginal standing facility (MSF) rate and the Bank Rate to 6.50%
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Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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