Recent Articles from this contributor
China’s Choppy Road to Recovery
The emerging market powerhouse is back operating close to full economic capacity, but the country faces a decline in demand from Western economies that remain largely in lockdown
Emerging Markets: Some Light to Carry Investors Through
China’s experience, along with that of a handful of other Asian EMs, may point the way to the end of the coronavirus pandemic and its heavy economic costs.
Coronavirus, China and the Hit to the Global Supply Chain
The public health emergency is just the latest reason for global companies to diversify supply chains out of China.
How Economic Reforms are Rejuvenating Brazil’s Equity Market
President Jair Bolsonaro has begun to make good on his promise to shore up the emerging market’s economy.
Trade wars fuel new opportunities in Asia’s emerging markets
Countries like Vietnam, Thailand, Indonesia and India are now poised to become the next wave of winners as decades-old relationships are remapped, and new ones forged.
Global trade tensions are on the rise. What’s next?
After months of optimism, trade tensions have reached a new intensity, with U.S. President Trump…
China’s economy: Sure, it’s big, but still emerging
The size of its economy is overshadowed only by the United States. Its population of…
There’s beauty in diversity
Emerging Markets shouldn’t be viewed as a single asset class There was a time, back…
EM’s moment: Last year’s headwinds could be this year’s tailwinds
We believe we may be at an inflection point—the moment in time when the perfect alchemy of underlying forces could propel an EM rebound in 2019.