Category Archives: Emerging Markets

Macron’s Win: Implications for Global Politics and Financial Markets

Paresh Upadhyaya is Director of Currencies, US. The French elections are now over and did not turn out to be a key risk event that was widely feared for global financial markets. Emmanuel Macron handily won the election with 66.1% … Continue reading

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What’s Driving Global Equities? Earnings and Politics

Between potentially polarizing European elections and tough talk from North Korea, geopolitical risks are on the rise. This is not good news. However, for equity investors, something important is happening to global earnings: they are also on the rise. Not … Continue reading

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Spring in Europe

After years in which Europe has been an area of concern for investors, we are finally entering, in our view, a more positive phase. Going forward, we believe that five questions will be top of mind for investors.     … Continue reading

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How is the US Equity Market Pricing Trump’s Tax Reform?

What is President Trump’s tax reform plan about? The Trump Tax Reform Plan, presented on April 26, was missing many details and left the market with many unanswered questions. In our view, the plan’s five major elements are as follows:

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French Election Countdown

On Sunday April 23, the eyes of millions of Europeans will be on the outcome of the first round of French Presidential elections, as the vote is considered a test for the future of the European Union. A potential victory … Continue reading

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