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A look at why the return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.
A look at why Chinese policymakers' focus on shoring up local government balance sheets may leave markets disappointed in their expectations for significant fiscal stimulus.
A look at the potential outcomes from the 2024 election's red wave, highlighted by the completion of Trump’s political comeback, and its implications for tax cuts and deregulation.
On the latest episode, hosts Paul Diggle and Luke Bartholomew are joined by political and economic experts to analyze the results of the 2024 presidential election.
Despite ongoing uncertainty about fiscal policies, why we believe the weak GDP growth of just 2.8% annualized in Q2 and Q3 raises concerns about meeting the 2024 growth target of "around 5%."