Export-focused EMs under threat from tech?Min HoOct 30, 2013China and other emerging markets could be left behind by Europe and the US as manufacturing nations, says independent research specialist Paul Krake.
Brace yourself for 2012 recession: Charles DumasJame DiBiasioSep 18, 2011Lombard Street Research’s Charles Dumas says the global economy will fall into recession and China won’t be able to help. US equities are best poised to lead investors to recovery.
India at risk of stagflation, warns Lombard StreetJame DiBiasioJun 2, 2010The research firm's economists argue that Indian growth is slumping while inflation is headed for double digits.
Lombard Street downgrades Asian equitiesJame DiBiasioFeb 18, 2009The independent research group has shifted its view of Asian and Japanese equities from positive to neutral, despite the appearance of value.