INCO News and Press, Columbia India Consumer From 01/11/23

Summary We are optimistic that emerging markets, in particular Chinese equities, can post positive returns in 2023. Consensus expectations point to two further increases in the US federal funds rate in 2023. As the investment environment evolves, an important feature that we seek in...

Summary Global business activity fell for a fifth consecutive month in December, with the rate of decline moderating slightly amid improved supply conditions but still rounding off the worst quarter since 2009 barring lockdown months. At 48.2 in December, the Global PMI - compiled by S&...

Summary We expect COVID-19 to continue its transition to a global endemic and the status quo to prevail in Russia's war in Ukraine, with no material implications for the global economy. Mild recessions are forecast in the United States and Europe, but resilience in Asia Pacific will pre...

Summary The upsides to falling demand and spare capacity were fewer supply constraints and a further marked moderation of price pressures. While Japan's factory output downturn likewise moderated slightly, it remained among the sharpest witnessed over the past decade. Future output ...

Summary There were ample causes for this global downdraft in equity markets. Global equity markets look likely to face a global recession in 2023, which appears to have already begun in the final quarter of 2022. Equity markets will face a tough global environment in 2023, particula...

Summary Much of Wall Street will be taking off this week. It will be a week filled with lots of economic readings. There will be no earnings and no Fed speak. By Ed Moya US Thin trading conditions could persist as much of Wall Street will be taking off th...

Summary After a round of soft inflation data triggered a buy-everything relief rally, Wall Street will focus on Fed speak and a plethora of data points that might show the economy remains resilient. It’s a relatively quiet week for the EU with the two standout economic rele...

Summary The convergence of energy security and the climate agenda is likely to be a focal point at COP27. The Russia-Ukraine conflict has caused severe energy supply disruption in the EU and forced a near-term policy divergence between energy security and the climate agenda. A...

Summary Global climate adjustment is falling behind in meeting the targets of limiting temperature rise to below 2 degrees Celsius and reaching net-zero emissions by 2050. Developing economies vulnerable to climate change are likely to undertake concerted calls for "loss and damag...

Summary Considering the strategic fundamentals, the MSCI EM index is essentially a bet on the future prospects of Asia’s largest economies. Over the past 30 years, the S&P 500 has returned more than three times as much as the emerging markets index for a US-based invest...