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LONGER TERM THEMATIC RESEARCH

India Elections: Focus to Turn Back to Economic Challenges

May 21, 2019 / Charu Chanana

With the exit polls showing a larger-than-expected seat share for Prime Minister Narendra Modi’s party in the 2019 national elections, markets are now likely to be calmer. More gains may be expected, but a sustained rally remains unlikely as economic challenges return to the forefront.

Australia Election: A Win for Continuity

May 20, 2019 / Zhao Defa

Prime Minister Scott Morrison’s Liberal–National Coalition party defied expectations by winning the 2019 Federal elections over the opposition Labor Party. As it stands, the coalition party has won 75 seats and is on course to form a majority government with just one more seat.

How Bad Is the Latest U.S.-China Trade Blow Up?

May 13, 2019 / Kevin Harris

The risk of a protracted, damaging trade fight between the U.S. and China has increased. However, there is reason for hope, as both sides clearly want a deal.

SHORTER TERM TACTICAL RESEARCH