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A gentle rebuttal to Carmen Reinhart

Weekly investor research

29 May 2018

Harvard economist Carmen Reinhart thinks Emerging Markets (EM) are more vulnerable today than they were in 2008 crisis. We disagree. In this Weekly we offer a rebuttal to her main arguments.

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The option value of waiting

Weekly investor research

24 February 2020

High levels of uncertainty are not only associated with a scarcity of facts, but also with high trading costs.

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Intra-EM trade rose significantly despite protectionist policies during the first half of Donald Trump’s first term

Weekly investor research

17 February 2020

Intra-EM trade rising despite protectionist policies. Lebanon’s parliament approves confidence vote in PM Diab’s cabinet. Argentina rolls dual currency local bond as Minister Guzman speaks to parliament....

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