Monetary policy

With disinflationary pressures building in India, it may only be a matter of time before interest rates start to fall materially.

Gone is the dynamic growth that propelled Latam as one of the top performing asset classes between 2010 and 2012. Just as western economies were attempting to regain their footing, following the 2008 financial devastation, South American economies were on a roll...

Regional differences in growth and policy will drive international financial markets next year. This is the view of Asoka Wöhrmann, Chief Investment Officer (CIO) of Deutsche Asset & Wealth Management in his outlook for 2015.

In some ways, the rise of China has been too good to be true. Its economy has grown with breakneck speed for decades (an average of 9.1% a year since 1994, with a lowest rate of 6%) – if we can believe the official accounts.

Concerns over global growth, central banks starting to tighten policy and a lack of liquidity have all contributed to a painful re-pricing of high yield in the last three months.