Shoaib Zafar Shoaib Zafar


Analyst

INVESTMENT PERSPECTIVES 2019 by our experts

We invite you to click on the link below to discover our macroeconomic outlook 2019.

Emerging market equities: opportunity amid challenges

While global markets continue their emotional ride, we feel there is value to be found in emerging market equities. We tweak our views to more posi [...]

Global Equities: Technology, Trump and Emerging Markets

While most market worries roll-over from the first quarter to the second quarter of 2018, the current lateral consolidation could also persist for [...]

ESG, no more a question of “IF” or “WHEN”, but “HOW”

Carbon is a particularly important indicator in the global Environmental, Social and Governmental (ESG) framework: it is a widely scrutinized indic [...]

Global autos: will opportunities offset challenges?

The Global Equities team met with a number of auto original equipment manufacturers (OEMs) and suppliers on the sidelines of the recently-held 87th [...]

Inde: cap sur une croissance portée par les réformes

Since Mr. Modi’s overwhelming electoral win in 2014, he has aggressively pursued reforms, including recent demonetization of large currency notes, [...]