April 5, 2019 – Indian general elections are scheduled to begin on April 11, lasting through May 19. These elections have the potential to be largely consequential not just for India, but also for the performance of emerging markets equities at large. Over the previous five years, Indian equities have outperformed the MSCI Emerging Markets Index due in part to the current pro-business administration.
November 2, 2017— Technological advances have fundamentally changed the way our society exchanges goods and services and have paved the way for the rise of the “gig economy.” This type of economy is mainly made up of flexible jobs that are usually short term in nature and are composed mostly of independent contractors and freelancers instead of full-time employees—think about the Ubers, Lyfts, and Airbnbs of the world.
May 22, 2017— Measures of consumer confidence loom large in the financial market press. Several analysts believe that consumer confidence indices have predictive power on consumer spending and stock market returns. Some analysts use intuition to suggest that increased consumer confidence leads to an increase in consumer spending, which strengthens the economy given that consumer spending makes up about two-thirds of Gross Domestic Product (GDP).