Emerging Markets
It’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 MoreCosta Rica vs Olympics Country Profile
Despite the rapid economic achievements in Costa Rica over recent decades, the country faces significant challenges in the wake of the pandemic…
Read MoreIndonesia vs Olympics Country Profile
The Indonesian economy, which is the largest in Southeast Asia and the 16th largest in the world, has achieved…
Read MoreDominican Republic vs Olympics Country Profile
The fiscal position, which suffered in the wake of the pandemic, continues to…
Read MoreUkraine vs Olympics Country Profile
While Ukraine is expected to rebound swiftly from the pandemic, the economy has slipped back into recession over recent quarters…
Read MoreChina Insights – Local Government Bonds
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreNo rest for ‘EM
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
Read MoreZambia vs Olympics Country Profile
The situation on the ground in Zambia is concerning. From a bottom up standpoint…
Read MoreEgypt vs Olympics Country Profile
We are very optimistic when it comes to the outlook for Egypt. From a bottom up standpoint, the recovery is on firm footing…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
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