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Latin America
Insights on Latin America (LATAM)

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23 Dec 2024 14:49Podcast

EM Fixed Income: 'Tis the Season for Volatility

The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...

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23 Dec 2024 11:30

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

​India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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23 Dec 2024 08:00

Equity Return Expectations Under An Alien Invasion

Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...

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Cam Hui
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21 Dec 2024 11:30

Global Oil Market 2025: US, OPEC+ and Much More..

​Global oil demand growth is slowing, reshaping market dynamics as OPEC's influence wanes and renewable energy adoption grows, highlighting the...

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bullishMacroeconomics
21 Dec 2024 05:38

Colombia: 25bp Rate Cut To 9.5% (Consensus 9.25%) in Dec-24

Banco de la República reduced the benchmark rate by 25bps to 9.50%, undershooting market expectations of a 50bp cut due to concerns over...

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