Chartbook #153: The South Asian Polycrisis (Chartbook Substack)

Note: Good overview of the problems South Asia faces.

• Throughout the 2022 crisis period, the giant of South Asia, India has remained outside the headlines. It has, experienced the shock to energy prices that the entire world has gone through. India’s import bill for fossil fuels has surged and the rupee has fallen to historic lows. READ MORE

Similar Posts:

• Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)
• The “Next Eleven” and the World Economy (The Asset)
• North Asia vs South Asia: Differentiation is Key (DWS)
• Is Pakistan About to Pop? (Petition Substack)
• The Future of Yuan (Express Tribune)
• Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update
• China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
• Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
• China Faces Pushback on Belt and Road Indebtedness (The Asset)
• Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)
• Mark Mobius Answers Readers’ Questions (Mobius Blog)
• 40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)
• Analysis: Argentina’s Economic Crisis Whack-a-mole Goes into Overdrive (Reuters)
• Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
• Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)