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US Debt Watch: Time for lengthy shutdown?

US Debt Watch: Time for lengthy shutdown?

The U.S government will shut down on Sunday when FY23 funding elapses with no spending bill to replace it. This is how we assess the shutdown unfolding and how it will affect the outcome of the final 2024 budget.

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #8 The Indian elephant in the room- will it keep holding up?

In this current cycle, India has emerged as a favorite among emerging market investors. But are we seeing a bubble similar to Japan in the 1980s? Or will India be successful in replicating the success of China? While we maintain a positive outlook – India counterintuitively is not cheap.

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #7 Is Turkey to TRY a pivot?

As the Lira is trying to outcompete the depreciation of the Venezuelan Bolivar and the volatility of dogecoin, we provide our view and assessment of the near-term impact of Erdogan’s narrow victory. Markets were not impressed by the outcome but will the skepticism remain the prevailing narrative?

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