The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
Trade tensions are rising between the US and China, with both sides having announced tariffs on certain imports from the other. We look at how this could impact the global economy.
The Chinese authorities seem to have acknowledged that lower growth will be inevitable. We look at how they have increased their room for manoeuvre economically and politically.