India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.
The 1980s were a time of great movies, parachute pants, and even better music. Throw in the release of Pac-Man and the launch of MTV (when they actually played music videos), and the 80s were largely considered by some (me) to be the best decade ever! The 1980s also saw the start of one of the most impressive bull market runs in recent history: The start of the bond bull market.
The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central bank leaders are also worth watching as investors try to perceive where rates will be in the coming months. In this piece, we discuss some of the opportunities and risks we see in the markets and the economy following the central banker confab. We close the piece with investment implications.