by UBS

Emerging markets: macro worry, micro euphoria

There’s a macro-micro divide in emerging markets. The IMF and BIS are warning against rising corporate debt, yet P/E ratios are soaring. Where does the debt lie, how long can this dichotomy last, and will the ultimate impact be on equities and government balance sheets? These and other key questions are answered by Bhanu Bhaweja, Head of EM Cross Asset Strategy at UBS Investment Bank.

The content in this video was relevant on 16th April 2018. Current views may differ.

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Death of the ATM?

The rise of cryptocurrencies, contactless cards and mobile payments has led to predictions that we are at the dawn of a cashless society. Cash use may be declining in many developed economies, yet much of the world is tied to physical transactions, and ATMs are still an essential utility. But ATM manufacturers are preparing for a world where cash will be less important. 

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