Some of the themes highlighted by the BNPPE Equity Strategy team for 2025 that we think will aid the Indian IT services ...

We define risk transfer as the percent change in the market risk exposure for a group of investors over a given period. We estimate risk transfer using novel data on U.S. investors' portfolio holdings ...

The China-US economic and financial working groups are part of a communication mechanism established to implement the ...

Applied economics is an invaluable tool for public policymakers. Many economists are employed to predict both the macro-and microeconomic consequences of various policy proposals or to evaluate ...

Likewise, improved conditions in the European and U.S. markets, driven by lower interest rates and stronger macroeconomics in 2025 and 2026, are likely to contribute to better revenue growth for LVMH.