Posts by Alan Wilson
A big week for data across emerging markets
Episode 134: This week it’s (still) all about Emerging markets…
Read MoreAn Emerging Markets takeover week
Episode 134: This week it’s all about Emerging markets…
Read MoreA New Dawn for Emerging Markets
In our view, it is a watershed moment for emerging market local currency debt. The asset class has performed exceptionally well despite the challenging external environment…
Read MoreEmerging Markets Roadmap 2023
In our view, it is a watershed moment for the asset class.
Read MoreCE3 Central Banks – Rushing for the Door
Over recent weeks, we have noted a hawkish shift at most emerging market central banks in response to…
Read MoreEmerging Markets – Removals & Resignations
It really is quite tricky for market participants in our asset class at the moment; not only are we faced with…
Read MoreEmerging Markets – It’s Complicated
This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets…
Read MoreIt’s complex – from Bitcoin to zloty
Alan Wilson reviews the week that saw Bitcoin become legal tender in El Salvador and protests in Brazil…
Read MoreNo rest for ‘EM
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
Read MoreKenya vs Olympics Country Profile
We are cautiously optimistic when it comes to Kenya. From a bottom up standpoint…
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