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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.
22 February 2021
Fears of another ‘Taper Tantrum’ sell-off episode, similar to 2013 due to the ongoing increase in US treasury yields are misplaced. Travel declined by three-quarters during the Chinese New Year in...
16 February 2021
EM is no longer a commodity play. This report establishes commodity profiles for 114 EM countries and shows that extreme sensitivity to commodities is concentrated in a relatively small section of EM,...