Emerging Market Debt (Local)

Economics

A postcard from South Africa

The outlook for the South African economy and assets remains uncertain. Adding to the uncertainty are the upcoming elections of ANC leadership which could bring a range of outcomes for the market.

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Portfolio Thinking

Emerging market local currency debt in three charts

Are we starting to see the promise from emerging market local currency debt? Emerging market local currency debt has had strong returns year-to-date but we remain cautious on its future outlook. Here we look at three charts that give us an insight into this asset class.

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Economics

Cashless in Calcutta

The consensus remains bullish on India even after, or perhaps because of, recent currency reforms. We beg to differ. While Modi’s reform efforts have been impressive, only rivalled by Mexico following the global financial crisis, India still faces significant cyclical headwinds.

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