Will EM Pioneer Mark Mobius Be Vindicated? (Morningstar Indexes)
Morningstar Indexes' Dan Lefkovitz talks about the passing of veteran EM investor Mark Mobius and the asset class…
Emerging Markets Outlook
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The New Global Imbalances (CEPR/Bruegel)
Today’s imbalances are unfolding against a backdrop of elevated public and private debt, heightened geopolitical…
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Gold Demand Trends: Q1 2026 (World Gold Council)
Gold demand saw a modest y/y increase in Q1 to 1,231t, while value surged to a record US$193bn. Bar and coin…
Gold Demand Trends: India Focus Q1 2026 (World Gold Council)
India’s gold demand rose 10% y/y to 151t in Q1, while nearly doubling in value to a record INR 2,275bn (US$25bn).…
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