A ¥3 trillion supplementary budget has reignited fears over Tokyo's debt trajectory
Canada's energy-heavy index climbed more than 40% since January
‘We have catalysts lining up. Those catalysts are the US dollar and those catalysts are the earnings picture of the asset class,’ says Ninety One’s Varun Laijawalla
New crisis clauses and a borrower club could reshape emerging market sovereign risk
Iran war whiplash shows how fast foreign money can flee – and rush back – to EMs
Ninety One explores how institutions are repositioning emerging markets amid US concentration and a more volatile global backdrop
