Re-assessing the US Budget Deficit
The US budget deficit will remain large and growing over the next decade regardless of the outcome of the presidential polls. Sooner or later, the US may again enter a high-interest rate environment that will exacerbate the fiscal gap.
US faces historic shake-up in 2024 presidential polls
What’s shaping up like a déjà vu moment quickly shifted into a history-making election season in the US.
Brazil’s quest for a balanced budget
Brazilian ministers are trying to steer the economy to a zero fiscal deficit position this 2024. However, the numbers show the opposite.
Propping up Malaysia’s economy amid weaker ringgit, unyielding interest rates
The weakened Malaysian ringgit and unchanged interest rates have not hampered the government's efforts to strengthen the country's economy.
Thriving Brazilian agriculture builds new pathways through capital markets
Brazil’s agribusiness has evolved the country into a powerhouse, making it a leading producer and exporter of agricultural products. The sector promises to reshape the country’s economic dynamics and offer investors new pathways to long-term growth and prosperity.
It feels like November 1985
Investors seem increasingly stressed, which is demonstrated through a more nervous financial market around the world, but it might be helpful to find a bit of zen in mega-trends.
Foreign investments to fulfill ASEAN’s need for ‘greener’ pastures
Southeast Asia and the rest of Developing Asia need more investments, but there’s a need to be selective to ensure sustainability.
Finding the right timing for the Philippines’ first SWF
The Philippines is taking a gamble as it sets up its first sovereign wealth fund in the face of high inflation and high interest rates globally, with no cash surplus to spare.
Dancing through the ‘cha-cha’ noise in the Philippines
Foreign investors will not be dancing to the tune of the Philippine Congress’ cha-cha, short for charter change, as the economy’s institutional strengths and sectoral configurations will remain the basis of any decision to invest.
Lula’s call on rate cuts slow Brazil’s GDP
Lula's approach to the country’s central bank has worsened both inflation expectations and has sent fixed income yields higher in recent months.