As a US government shutdown nears, investors are evaluating its market impact. A prolonged shutdown could weaken the economy and the dollar...

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...

Independent EM Commentator, Geoff Dennis, suggests India's resilience in the post-Trump tariff world will persist. Inflation is decreasing,...

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...

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...

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...

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...

So the chance of a soft landing here looked better and better almost by the day as inflation has fallen sharply and it looks like we are ne...

The US economy is running quite strong in terms of demand, particularly the consumer demand