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Great Game – Why Biden goes soft on Iran

The Great Game – Iran-USA War?

Are Iran and the US headed for war? What steps lay ahead of us? And how could it spill over in to oil prices and inflation?

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #37: The Taiwan election & the Trade war

The upcoming Taiwan election is just one chapter in the larger narrative of US-Sino relations, which is poised to return to the forefront of financial markets in the 2024 US election year. Will Taipei further contribute to the rising tension?

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #32: Keep calm & Carry Lira?

Turkey is teetering on the edge of normalization, but the Lira’s stability remains in jeopardy as Erdogan manages a difficult situation, albeit from a reasonably advantageous position.

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #8 The Indian elephant in the room- will it keep holding up?

In this current cycle, India has emerged as a favorite among emerging market investors. But are we seeing a bubble similar to Japan in the 1980s? Or will India be successful in replicating the success of China? While we maintain a positive outlook – India counterintuitively is not cheap.

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EM by EM #39: All roads out of China lead to goods disinflation

EM by EM #7 Is Turkey to TRY a pivot?

As the Lira is trying to outcompete the depreciation of the Venezuelan Bolivar and the volatility of dogecoin, we provide our view and assessment of the near-term impact of Erdogan’s narrow victory. Markets were not impressed by the outcome but will the skepticism remain the prevailing narrative?

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