Trusted Sources Research
China and India Infrastructure
Two new reports examining the India and China infrastructure booms and highlighting the best opportunities for direct and portfolio investors.
China Infrastructure: Playing the Boom
India Infrastructure: Playing Catch-up
Further information is available here or contact Coralie Poidatz at coralie@trustedsources.co.uk or +44 203 170 7254.
Trusted Sources is a top-down investment research service with a broad public policy-based remit. Our main focus is on the leading emerging countries transforming the world economy and on their ever-growing impact on global asset markets. At the heart of this process are the BRIC countries – Brazil, Russia, India and China – with their huge concentrations of under-utilised resources and demand, including 42 per cent of the world’s population. Our coverage of the BRICs started in November 2006 and we launched our Africa channel in February 2008.
For details about our founders, click here .
Sound judgement on political, economic and public policy trends in the BRICs has never been more vital. Our research teams bring many years of experience to bear to formulate the key questions as well as to identify and distil the best thinking on the answers. Thus, our research combines our own views with those of others whom we validate as experts on the subject and whose views we put into context. Research ranges from top-down policy and macro-issues to micro-sector trends.
We focus on the essential drivers of emerging market growth rates and the changing balance with the Western world. Our themes include the expanding middle classes, infrastructure developments, reform programmes, improvements to governance, commodity prices and access to banking and capital markets. On the flip side, we investigate obstructions to growth such as supply and transport bottlenecks, skilled labour shortages and corruption, among other themes. Our research is available on an annual subscription basis. More
Russia
Russia’s struggle to modernise from the starting point of Soviet mis-development generates risks and rewards in equal abundance. More
China
China's explosive development requires stability if it is to be sustained - but the pace and nature of growth, itself, threatens to undermine stability and thus erode sustainability. More
Brazil
Brazil's critical mass in population, commodities and market institutions has lifted the country out of its historic and geographic isolation to make it a motor as well as a beneficiary of global growth.More
India
India is now heading down the trail of dynamic growth blazed by China. The prospect of India correspondingly increasing its already major impact on the world economy hinges on a fine balance of strengths and weaknesses in the country's political economy. More
Global Market Impact
Key emerging economies are driving global markets, not only via burgeoning exports and in the scramble for scarce raw materials, but also in their growing financial muscle, which promises to alter the balance of international financial power.
Africa
The core product in the Africa research coverage of Trusted Sources is the Weekly Review by Director of Africa Research, Gregory Kronsten. The coverage will also comprise regular analysis of macroeconomic and other top-down risks and drivers in the major markets as well as pieces on investment themes further from the beaten track.
Emerging Markets Judgement
EM Judgement is a new bi-monthly briefing designed to highlight the best of Trusted Sources's political, economic, sectoral and market thinking for investors, wealth managers and strategists. EM Judgement addresses the sustainability of growth in the emerging markets and the impact of developments in those countries on the global economy as well as on asset and commodity markets.
Caspian/Black Sea
The Caspian/Black Sea [CBS] service, led by Laurent Ruseckas, provides regular analysis of investment risks and drivers for the frontier markets of the FSU -- with a major focus on Kazakhstan and Ukraine -- as well as Turkey.