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Category: Charts & Data Highlights

Rising Recession Risk?

Oil Price Shocks and US Recession Risk - What History Tells Us

A Global Gulf

Middle East Oil Supply Disruption - Why the Strait of Hormuz Matters to Global Markets

Rupee Rebound?

Indian Rupee Valuation: Risk or Opportunity?

Fragile EM No More?

Is India Leaving the “Fragile EM” Era Behind?

Rebase and Rerate?

India’s Growth Story Enters a New Phase

A Worthwhile Premium?

India’s Valuation Premium: Setback or Opportunity?

Elevated Energy?

Energy Prices Lag the Commodity Rally - Risks are Building

Base Jumping

Base Metals Rally Despite Slowing Chinese Economic Growth