Emerging Markets
Emerging 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 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 MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreKenya vs Olympics Country Profile
We are cautiously optimistic when it comes to Kenya. From a bottom up standpoint…
Read MoreWedding Bells / Alarm Bells?
Regular readers of our Emerging Markets (EM) weekly blog will notice a two-week absence. After one proposal, two lockdowns and…
Read MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
Read MoreA Busy Week for EM – Geopolitics and Central Bank Decisions
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
Read MoreIdea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
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