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GUSTAVO MEDEIROS
India is growing strong, but slowing down sequentially: Gustavo MedeirosAshmore Group reduces its investment in India due to high valuations. Uncertainty surrounds Donald Trump's tariffs on Indian imports. Forei...- Trump's 'big, beautiful' bill set to further tarnish Treasuries' lustre overseasAmidst concerns over rising U.S. debt due to President Trump's fiscal policies, foreign investors are increasingly diversifying away from U...
- If US market drops, it is very hard for others to decouple: Gustavo Medeiros, Ashmore InvestmentTariffs of this magnitude would be extremely disruptive to the US and the global economy and bring in a very high risk of an economic reces...
- Ashmore’s Medeiros says “Everybody loves India”. Here’s WhyIndia is highlighted as a key growth opportunity among emerging markets, with renewed interest in its equities. Strong pro-market economic ...
- India most exciting structural story in emerging markets: Gustavo MedeirosGustavo Medeiros, Global Head of Research at Ashmore Investment Management, highlights India's inclusion of women in the labor market and m...
- Gustavo Medeiros breaks down what’s driving investor moves in India, US and ChinaAccording to Medeiros, “India still trades at a premium to emerging markets but at a much smaller premium than it did before the correction...
- Tax breaks are India’s lure as green debt misses bond frenzyIndia aimed to attract interest in its green debt by allowing trading from Gujarat's finance hub. However, despite tax benefits, the bonds ...
- Can’t ignore China despite risks, says Mark MobiusAfter ditching the Asian nation’s assets amid the turmoil, there are already signs that folks are creeping back. Traders piled a net $975 m...
- China cuts reserve requirement ratio for all banks. What analysts sayChina has cut the reserve requirement ratio (RRR) for all banks by 50 bps, releasing around 1 trillion yuan ($154 billion) in long-term liq...
- More than poll result, EMs to track new White House’s stimulus signalsFor financial markets, a Republican victory led by Donald Trump is comforting in terms of continuity of policies. But Joe Biden’s win, whic...
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