The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.

For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.

The pension reform approval in Brazil is the groundwork for sustainable growth.

It is important to focus on countries with a strong political leadership with structural growth reforms on the agenda, including amongst others, investment in education, infrastructure development and financial inclusion.