Thought leadership | Financial Intelligence

All eyes will be on the much anticipated high-stakes meeting between U.S. President Trump and China President Xi Jinping at the G-20 summit this weekend. Optimism is growing for a deal to be hatched, which I find unlikely. There are too many moving parts to conjure up a grand deal over a dinner date. Instead, I look for a constructive meeting that gives Trump enough motivation to delay/remove the upcoming increase in existing 10% tariffs on $200 billion in Chinese goods to 25%, while the two sides negotiate a trade pact. I think both sides are looking for some momentum – President Trump recently lost control of the House of Representatives and is looking for a “win”, while the Chinese economy is struggling and in need of a boost – which will lead to softened tones and a more constructive discussion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

IGM FX and Rates

Looking Into 2019: EM Asia may see a better year after a bad 2018

By Riki Zhang 03 Dec 2018

Looking into 2019: EM Asia credit may see a better year after a bad 2018. Here is the third part of our series on EM Asian assets.

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Specialism Specialism

EM FLOW FUNDAMENTALS - EM Equity and Bond Fund flows continue to diverge

EPFR FUND FLOWS: Deja-vu as EUR IG & HY funds extend losing runs

[ASIAN BOND FLOWS] India improved both in term of flows and returns

Looking Into 2019: EM Asia will see limited rate hike risk and growth moderate

Viewpoint: Week Ahead

Viewpoint: A More Unpredictable Fed = Normal?

Ryan Nauman's Weekly Recap 12.03.18

Looking Into 2019: EM Asia may see a better year after a bad 2018