INCO News and Press, Columbia India Consumer From 05/14/21

April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India and deepening collapse in the recovery in Brazil. BRIC as a group underperformed Global PMIs in April in both Services and Manufacturing, althou...

After a decent start, emerging markets have lagged behind developed markets. Emerging markets don't necessarily correspond to neat value vs. growth or cyclical vs. defensive narratives. The best environment for emerging market economies is one of synchronized global growth. ...

The market has been trading on forward assumptions for the entire duration of the pandemic up to and including the present day. One year ago, the world was coming to terms with the reality of the damage wreaked by the pandemic, but the stock market had it all figured out. On April 23,...

In recent months, we've received many questions about how we expect emerging markets will perform once the Federal Reserve does begin removing monetary stimulus. We believe once the market becomes comfortable with global vaccine rollouts and herd immunity, we will see a sustained resu...

Brazil Composite PMI fell from 54.4 in 4Q 2020 to 52.1 in 1Q 2021, marking a slowdown in growth conditions in the economy. Russia Composite PMI increased from recessionary 47.7 in 4Q 2020 to still negative-growth (albeit statistically, indistinguishable from zero growth) 49.5 in 1Q 20...

A year has now passed since the correction of March 2020, as markets first appreciated the implications of a global pandemic. With continued weakness in developed markets, we have seen a continuance of unprecedented fiscal and monetary stimulus. The concept of a world-leading emer...

Global PMI highest since August 2014. Manufacturing reports robust expansion despite supply delays, services boosted by easing of COVID-19 restrictions. Consumer services show signs of steadying after steep downturn. US leads upturn, Brazil lags. For further details see:...

Global growth looks set to rebound even more strongly in 2021 than we had anticipated in our January Cyclical Outlook. Over the next several months, a combination of base effects, recent increases in energy prices, and price adjustments in sectors where activity ramps up is likely to ...

India's economy has been the worst-affected by Covid-19 but has also been the fastest to recover from the slump. However, the second wave of the pandemic paves the way for a bumpy ride again this year. Indian financial markets have not escaped the global risk-off sentiment recently. ...

Global manufacturing PMI buoyed by further strong gains in production. Robust growth seen in the US, Eurozone, India and Brazil despite supply chain delays close to record high. Expansion limited by further slowdown in China, in turn linked to shipping and logistics problems. ...