For those interested in the Emerging Markets
Digestible morning emails written by the top Analysts from Goldman Sachs, JP Morgan, HSBC and many more.
For those interested in the Emerging Markets
Digestible morning emails written by the top Analysts from Goldman Sachs, JP Morgan, HSBC and many more. Join 10,000 other subscribers!
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10 Sep 2020
Big Read Articles

China Debt Pile Reams Recovery Foundation.

Cheer reflected in 15% MSCI stock market index leading gains pervades China’s “V-shaped” recovery in the hope the world’s second

07 Sep 2020
Big Read Articles

Does modern monetary theory open new avenues for EM policymakers?

Stephanie Kelton’s “The Deficit Myth”, a more accessible manual to modern monetary theory (MMT), has brought the controversial school of

03 Sep 2020
Big Read Articles Middle East & North Africa

GCC Pain Presages Healing Haul.

With global headlines focused on Lebanon’s growing economic crisis and the formalization of Israeli-UAE relations, the oil price- and pandemic-induced

28 Aug 2020
Big Read Articles

Overlooked Debt Drag Clips Asia Wings.

This article is part of our Big Reads Collection! On the MSCI EM Index through the first eight months of

25 Aug 2020
Big Read Articles

Fed Automatic Inflow Gear Sticks.

Pre-pandemic historically, aggressive US Federal Reserve loosening – cutting rates to record lows along with balance sheet expansion – drove

24 Aug 2020
Big Read Articles

Evolving FM/IEM Money Management.

By Max Thornton from Extremity capital Over the course of the last 3 months, I have decided to deepen my

14 Aug 2020
Big Read Articles

Africa Shredded Fabric Hides Cheer Pockets.

As official agencies routinely repeat, Covid-19’s impact on trade, tourism and remittances is battering much of the sub-Sahara. The World