Knee-jerk reactions could become self-fulfilling
In the developed world, inflation expectation is noise
Rural India 'critical' to election results
Favourable rate environment
More thought and selectivity required from investors
Weaker dollar and lower oil price could help investors
Economic inequality to keep rising in 2019
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...