India Is The Most Promising Emerging Market | Angus Shillington

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Where Is The Crypto Alpha Hiding This Cycle?

Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market. We explore where crypto x AI actually works, building size in illiquid tokens, if $HY ...  Show more

The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup

Is the AI trade now the only thing standing between the economy and a slowdown? This week, we unpack why bonds are rallying through scalding inflation data and what that says about the current cycle and inflection point in markets. We explore the collapse in October hike odds, wh ...  Show more

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India Outperforms with High Growth and Low Volatility
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Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.


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India’s Resurgence Should Weather Trade Tensions
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Our Chief Asia Economist Chetan Ahya discusses the early indications of India’s economic recovery and why the country looks best-positioned in the region for growth.


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Is it time to invest in emerging markets?
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As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani, co-head of emerging markets equity, within Goldman Sachs Asset & Wealth Manage ...  Show more

Asia Equities: A Quarter of Dispersion
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Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. 


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