Geoff Dennis discusses the market's reaction to potential tariff implementations, noting a calmer response compared to earlier volatility. ...

Geoff Dennis, an Independent EM Commentator, dismisses the notion of BRICS posing a currency threat to the US, despite China's desire for a...

Dennis highlighted that in the current geopolitical climate, countries not directly impacted by U.S.-China tariff tensions are seen as more...

Geoff Dennis believes the technology sell-off is part of a classic contrarian or rotation year, compounded by fears of a US recession, tari...

Geoff Dennis, an independent emerging markets commentator, intends to cautiously rebuild positions in Indian equities, citing improved econ...

Emerging markets commentator Geoff Dennis believes a strengthening dollar won't heavily impact the rupee and suggests rebuilding positions ...

Geoff Dennis explains that the dollar's bullish trend is not over but just pausing, making the investment environment in India and emerging...

But market here where the dollar is strong and bond yields are rising which makes it very hard for countries across EM to cut rates. This i...

India's economic rebound is key for attracting investment in consumer sectors. China's stimulus measures are viewed with skepticism. The im...

But it is certainly not good for anyone who might think about doing some bottom fishing in the Korean market. So, to an extent, it just doe...

Geoff Dennis notes markets are factoring in a possible Trump win, affecting equities negatively. Japanese high yields reflect global worrie...

An increase in oil prices to mid-80s or 90s would harm India's economy short-term. However, without major disruptions in the Middle East, p...

To get the consumer going again, you do not just need a string of monetary policy actions and therefore I am going to remain very sceptical...

Geoff Dennis discusses how foreign investors are shifting from India to China due to more attractive valuations. He believes India has bett...

Geoff Dennis, an independent emerging markets commentator, suggests that the Chinese economy is struggling and the US economy's growth is l...

Recent political violence in the US has led to market speculations favoring a potential Trump re-election. Analysts anticipate rate cuts an...

I think July is a tough call now, although the payroll numbers on Friday will give us another clue on that. But I think they will cut twice...