- Emerging Market Links + The Week Ahead (September 19, 2022)
- What Companies Have Learned from Losing Billions in Emerging Markets (Harvard Business Review)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- Chile’s Draft Constitution is Seriously Flawed (FT)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)
- US-China Business Council Member Survey 2022
- 101 Countries Witness Rise in Civil Unrest in Last Quarter (Verisk Maplecroft)
- Emerging Market Links + The Week Ahead (September 5, 2022)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)
- China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)
- China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)
- Factbox-Highlights of the U.S.-China Audit Deal (Reuters)
- Venezuela – A Multi-Bagger Recovery Play?
- China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)
- Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- China Is Preparing To Go To War (19fortyfive.com)
- Geopolitics: The World is Splitting Into Two (Goldmoney)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
- Baby Bust: China’s Looming Demographic Disaster (Spectator)
- Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
- China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)
- Emerging Market Links + The Week Ahead (August 15, 2022)
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- Argentina Is Running Out of Cash to Stave Off Devaluation (Bloomberg)
- Can We “Export Inflation?” Yes We Can, Yes We Are (OfTwoMinds Blog)
- China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)
- Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Quarterly Frontier Markets Recap – 2Q22 (Fitch)
- Emerging Markets Quarterly Outlook – July 2022 (City of London Investment Management)
- Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)
- Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)
- China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)
- Poll Tracker: Chile’s Constitutional Referendum (AS/COA)
- As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)
- Pakistan’s Coming Collapse Should Worry the World (National Interest)
- Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)
- Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)
- “We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- These Are The Countries With The Highest Default Risk (Zero Hedge)
- Colombians Look to Miami as Gustavo Petro’s Election Sparks Capital Flight Fears (Financial Times)
- Putin and Xi’s Bet on the Global South (WSJ)
- Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)
- Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- The Making of Saudi Inc. (Bloomberg)
- Emerging Market Links + The Week Ahead (July 11, 2022)
- Analysis: Argentina’s Economic Crisis Whack-a-mole Goes into Overdrive (Reuters)
- Who’s Still Buying Fossil Fuels From Russia? (Visual Capitalist)
- How Realistic are China’s Chip Ambitions? (The Asset)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- Emerging Market Links + The Week Ahead (July 4, 2022)
- Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
- Analysis – Colombia’s First Leftist Leader Gustavo Petro Targets Inequality; Investors on Edge (Reuters)
- Russia Is Winning the Financial War (Lewrockwell.com)
- Emerging Market Links + The Week Ahead (June 27, 2022)
- A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Latin America’s Vicious Circle is a Warning to the West (The Economist)
- Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth (WSJ)
- Emerging Market Links + The Week Ahead (June 13, 2022)
- Chile Argues It Can Bring Change Without Scaring Investors (Bloomberg)
- Venezuela’s Capitalist Playground Has $200,000 Ferraris and a Bustling Casino (Bloomberg)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- South Africa’s GDP Returns to Pre-pandemic Levels, Increases 1.9% in First Quarter (IOL)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- Pakistan On The Verge Of Inflationary Collapse – Pleads For Larger IMF Bailout (Zero Hedge)
- Turkey’s Inflation Soars to 73%, a 23-year High, as Food and Energy Costs Skyrocket (CNBC)
- Russia is Winning Battle to Control the World’s Wheat (The Times)
- Emerging Market Links + The Week Ahead (June 6, 2022)
- Colombia – Hernández Surges (Latin America Risk Report Substack)
- How the Colombia Election Could Change Latin America (Financial Times)
- Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)
- FLASHBACK: 10 Charts That Explain Russia (Forbes)
- Sri Lanka’s PM Describes Sri Lanka’s Crisis (@RW_UNP)
- Transnet Freight Rail’s Poor Performance Deals Multi-billion Blow to SA Economy (Business Report)
- Emerging Market Links + The Week Ahead (May 16, 2022)
- Ukraine War Poses a Threat to EU Industry (RaboResearch)
- Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)
- Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)
- What If Capital Controls are Imposed in the Countries You Invest In? (Undervalued Shares)
- It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)
- Sri Lanka’s Difficult Road Ahead (Manulife IM)
- Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)
- The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
- UPDATES: All ADR & closed-end fund list pages are updated. ETF lists are being updated now (Summer 2022)
- Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
- Click here to sign up for our Substack newsletter and Free [Monday] “Emerging Market Links + The Week Ahead”
- Russia Ukraine War’s Global Impact (MetLife Investment Management)
- Turbulence Across Eurasia Will Not Slow Kazakhstan’s Progress (National Interest)
- Spotlight on Saudi Arabia (Franklin Templeton)
- The Financial History of Emerging Markets: New Indices
- Emerging Market Links + The Week Ahead (September 12, 2022)
- Forbes Asia 100 To Watch 2022
- The Cuba Files – Court Documents For Distressed Debt Investors (Undervalued Shares)
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)
- US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)
- “Worst Has Yet To Come”: Civil Unrest Set To Surge Worldwide As Socioeconomic Pressure Builds, Report Warns (Zero Hedge)
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- Emerging Market Links + The Week Ahead (August 29, 2022)
- Go to Southeast Asia, Young One (FT)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)
- Analysis: Years of Political Crises in Peru Are Finally Hitting Its Economy (AP)
- Emerging Market Links + The Week Ahead (August 22, 2022)
- China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
- Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- Deglobalization Is Inflationary (Of-Two-Minds)
- Stocks, Bonds, Real Estate & The Dollar Are About To Get “Vaporized” (QTR’s Fringe Finance)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Five Chinese State-owned Companies to Delist from NYSE (Reuters)
- 2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Coca-Cola Bottler to Detail Costs of Exiting Russia (Reuters)
- Argentina Vows Not To Go Full Weimar, Will Stop Printing Money Amid 60% Inflation (Zero Hedge)
- Can Anyone Stop Argentina’s Great Unraveling? (Americas Quarterly)
- Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)
- Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- Emerging Market Links + The Week Ahead (August 8, 2022)
- Outlook on Emerging Markets – July 2022 (Lazard AM)
- Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)
- Kitty Special: This Month in China, July 2022 (Twitter Thread)
- China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)
- Emerging Markets Hit by Record Streak of Withdrawals by Foreign Investors (Financial Times)
- Emerging Market Links + The Week Ahead (August 1, 2022)
- Panama’s Inflation Upheaval Causing Food, Fuel Shortages (Zero Hedge)
- Colombia’s Economy May Yet Catch Up to the Hype (Bloomberg)
- Emperador Lists in Singapore to Pursue Global Growth (The Asset)
- Interview with Herald van der Linde (Asian Century Stocks)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)
- Emerging Market Links + The Week Ahead (July 25, 2022)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)
- Why Argentina’s Export Boom Is Falling Short (Americas Quarterly)
- China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)
- Executives Seek Briefings on Taiwan War Risk (Financial Times)
- Emerging Market Links + The Week Ahead (July 18, 2022)
- The State of Russian DRS: An Update (Undervalued Shares)
- Argentina – New Finance Minister, Same Crisis (Latin America Risk Report)
- Three Signs Show That Argentina Is Heading to a Devaluation (Bloomberg)
- Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)
- India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)
- The Link Between Soaring Food Prices and Political Instability (Statista)
- Philippines Globe Telecom to Raise Funds, Expand (The Asset)
- The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)
- EXPLAINER: What’s the Impact of a Russian Debt Default? (AP)
- Emerging Market Links + The Week Ahead (June 20, 2022)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)
- Four Scenarios for Argentina’s Inflation Crisis (America’s Quarterly)
- US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)
- Lost Revenue: SA’s Power Crisis Hits April Mining Production Where it Hurts (IOL)
- Analysis: Colombia’s Extractive Industries Watching Election Warily (Reuters)
- India: Three Themes Driving Growth (Franklin Templeton)
- Emerging Market Debt: The Case for (Cautious) Optimism (LGIM)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- 20 Rules for Investing in Vietnam (Asian Century Stocks Substack)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- 40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)
- Is Pakistan About to Pop? (Petition Substack)
- Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)
- EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)
- Emerging Market Links + The Week Ahead (May 30, 2022)
- Populist Outsider Shakes up Colombia’s Presidential Election (Financial Times)
- Emerging Market Links + The Week Ahead (May 23, 2022)
- Inflation Returns to Haunt Brazilians (Financial Times)
- Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- Investing in HK Stocks (Turtles Substack)
- The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)
- Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)
- Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)
- The Semiconductor Bust Still Coming? (Asianometry Substack)
- Emerging Markets in a World of Higher Long-Term U.S. Inflation (PGIM Fixed Income)
- How Russia Avoids Oil Sanctions: Transfer-At-Sea To “Destination Unknown” (Mish Talk)
- The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)
- The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
- The Renminbi’s Creeping Internationalisation (BNP Paribas)
- China Will be Deglobalization’s Big Loser (The Asset)
- How to Think About Investing in China Today (Capital Group)
- Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)
- Chile Sours on Boric, Constitution as Poll Finds Economic Alarm (Buenos Aires Times)
- 2022 Adverse Macroeconomic Case Risk Heat Map (FitchRatings)
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