A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

Although it is still difficult to anticipate how macro fundamentals will be impacted through this crisis, because of the uncertainty of its evolution and final outcome, our perspective is that the crisis is negatively affecting the growth outlook and raising inflationary pressures. The impact of the Russia-Ukraine conflict is primarily on confidence and through commodity prices, given … Continued

ESG Thema #8 – Financing the energy transition in Asia

Climate change commitments have stepped up recently but have yet to fully answer the call. National commitments should not constitute a limitation or constraint for a business entity to set ambitious net zero targets that are aligned with the Paris Agreement. As Asia is reliant on coal with a relatively young age of coal power fleets … Continued

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