Emerging Markets: The Map Is Not the Terrain (Orbis Investments)
This white paper argues that the map is now outdated. Valuations, fundamentals, policy regimes, currency dynamics…
Emerging Markets Outlook
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Fixed Income Outlook: Flashback (Robeco)
Robeco's latest fixed income outlook, reflects on how the near closure of the Strait of Hormuz and the surge in…
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Assessing India’s Energy Vulnerabilities amid the Gulf Crisis (OIES)
India is the world’s third-largest importer of crude oil, fourth-largest importer of liquefied natural gas (LNG),…
Negotiating a Win-Win End to the Lose-Lose U.S.-China Trade War over Technology and Critical Minerals (PIIE)
This paper explores a novel path for the United States and China to “cooperate” over how they reduce their…
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