11/22/2021

Dissecting Chinese inflation

Many commentators fear that will not last. In this Macro Flash Note, GianLuigi Mandruzzato looks at the drivers of Chinese inflation and at the risks they pose to prices in developed markets.

11/21/2021

Korean investors still wary of risky private debt

Private debt is now gaining attention as a fast-emerging alternative investment, based on forecasts that demand for nonbank borrowing will increase among companies or projects involving real assets.

11/19/2021

New study finds advisers optimistic about growth

Iress chief executive Andrew Walsh said that despite there being a narrow focus on registered adviser numbers as the sole measure of the health of the industry, the survey results clearly show that advice businesses are optimistic about the future.

11/17/2021

The Valuation Dichotomy

With such a stellar performance, Indian markets have significantly outperformed the emerging markets.

11/15/2021

Inflation Alert – Fed Behind the Curve

Now that they have re-created the inflation they so desperately wanted, it appears to have all the hallmarks of a monster they may not be able to control easily.

11/11/2021

Normalization Post Covid

Needless, to mention that the Fed retains the flexibility to adjust the pace should it so require.