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Bull Market Evaporates Despite PBoC Efforts

The People's Bank of China (PBoC) ramped up its monetary easing campaign on June 27, cutting its lending and deposit facility rates by 25 basis points (bps) each (to 4.85% and 2.00%, respectively),...

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El Niño-Induced Risks Underestimated

El Niño-induced weather risks have not yet been priced in agricultural commodities prices, despite the phenomenon being confirmed, as conditions in vulnerable countries have been normal over recent...

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What Could Derail The Disinflationary Path?

India's inflation has retreated significantly from the double digit levels observed in the past five years, and we expect headline CPI to remain subdued over the coming years. While our core view is...

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