


EM Watch: Knock-outing the EM darlings, while inflation is returning in EM space
The current sell-off is driven by position squaring not least in USDJPY. The turning tide on USDJPY will impact the EM space largely and also knock-out a few EM darlings in commodity space! You need to login or sign up to one of our member plans to see this....
EM Stimulus Showdown: From Beijing with Boost to EM?
As indicators point to pro-cyclical US manufacturing trends, emerging markets are poised to catch the wave of economic momentum. We take a closer look at EM sensitivities and potentialities in this early tide. You need to login or sign up to one of our member plans to...
EM by EM #36: What Goldman got wrong about China in 2023
We, just like Goldman Sachs and many others, have been caught off guard in China over the past year. Here’s why You need to login or sign up to one of our member plans to see this....
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