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China: Mapping potential tariff adjustments into RMB movements

Editor - LMF International - 09/06/2022 01:24:47 (updated 09/06/2022 15:50:49)

■ With inﬂation running high in the US, rolling back some of the tariffs imposed by former President Trump on… »

The differentiated appeal of EM debt

Editor - LMF International - 26/04/2022 10:17:21 (updated 26/04/2022 14:14:11)

We like emerging market (EM) local debt within an overall bond underweight. Much monetary tightening has been done, and valuations… »

Oil Prices and Growth: Is This Time Different?

Editor - LMF International - 06/04/2022 17:48:04 (updated 07/04/2022 10:32:02)

Global growth expectations have dropped with the spike in oil prices, which have historically often been associated with surges in… »

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