, Author at Emerging Market Skeptic - Page 5 of 12

China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)

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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

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As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)

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You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)

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No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)

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Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)

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Webinar – Asian Frontier Markets Update on Friday, 28th October 2022

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How Much?! The Absurdity of Inflation in Argentina – Photo Essay (The Guardian)

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Relaxed Financial Markets Look at Lula’s Comeback (Amundi)

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Outlook On Emerging Markets (Lazard AM)

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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Emerging Markets Interesting for Income Right Now (FT Advisor)

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How is TSMC Still Growing? (Asianometry)

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Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)

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Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)

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China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)

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All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)

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Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)

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“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)

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The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)

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US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)

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Diversified Global Emerging Markets Funds on a Rough Losing Streak Says Cameron Brandt of EFPR Global (Money Central)

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Latin America Faces a Third Shock as Global Financial Conditions Tighten (IMF)

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Chile Has Outperformed Other Emerging Markets and the S&P 500 This Year. Here’s How (CNBC)

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Volatility Storm Adds to Pain for Chile’s Battered Markets (Bloomberg via Yahoo)

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On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)

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5 Growth Opportunities in India (William Blair)

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The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)

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China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)

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Brazil: A Nation Divided | FT Film (Financial Times)

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Analysis: Chile’s Sliding Peso Reflects Tough Battle vs Rampaging Dollar (Reuters)

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India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)

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The New Frontier in Fixed Income: Short-term, Diversified Exposure to Emerging Market Bonds (FTSE Russell)

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Emerging Markets Debt: Value Trap or Unfairly Tarnished? (Janus Henderson Investors)

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The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)

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Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)

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Japan’s Exports of Sanctions-exempt Used Vehicles to Russia Surge (Kyodo News)

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Confronting Volatility With Closed-end Funds (Abrdn)

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Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)

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Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)

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Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)

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World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)

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Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)

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China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)

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The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)

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As Stock Picker Dubbed British Warren Buffett Winds Up Fund That Wasn’t Doing Well… Should YOU Steer Clear of Emerging Markets Too or is it Time to Buy? (Daily Mail)

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When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate

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Fundsmith Emerging Equities Trust plc Performance

Unpacking Your Portfolio’s Exposure to China (WisdomTree)

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Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

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Global Rate Hikes Raise Contagion Risk Beyond Emerging Markets. Here’s Where to Look. (Barron’s)

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How a Strong Dollar Affects International Currencies & Commodities (CME Group)

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It’s Not Just the Dollar: Global Fiat Money Is a Mess (Mises Institute)

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Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)

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Emerging Markets Start Sending Out Warning Signals Against The Soaring Dollar (Zero Hedge)

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Gambling on Development Review – How the Politics of Countries Matters for Development (Bretton Goods Substack)

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Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)

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BNP Paribas Asset Management Survey Reveals Significant Impact of Demographic Change on Asset Allocation (BNPP AM)

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Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)

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

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India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)

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Five Myths About China. And Why They Will Get Us Killed (American Mind)

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Cash-Strapped Argentina Goes All or Nothing on New Economy Chief (Bloomberg via Yahoo!)

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Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)

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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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Emerging Markets Aren’t for the Faint of Heart. Here’s What Advisors Should Know (FinancialPlanning)

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What Went Wrong for Terry Smith’s Trust? (FT Adviser)

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Star Stockpicker to Close Emerging Markets Fund: Terry Smith Gives Up on Struggling £325m Trust (Daily Mail)

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China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)

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Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)

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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)

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The Financial History of Emerging Markets: New Indices

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What Companies Have Learned from Losing Billions in Emerging Markets (Harvard Business Review)

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‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)

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China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

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What Goes Up: China’s Employment Crisis (J Capital Research)

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‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)

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An Asian Bretton Woods? (Goldmoney)

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Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)

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A New Conversion Option for (large) Holders of Russian ADRs and GDRs (Undervalued Shares)

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Emerging Market Stocks are Struggling in an Intangible World (Economist)

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Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update

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China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)

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Forbes Asia 100 To Watch 2022

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Chile’s Draft Constitution is Seriously Flawed (FT)

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The Cuba Files – Court Documents For Distressed Debt Investors (Undervalued Shares)

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Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

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Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)

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Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)

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One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)

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US-China Business Council Member Survey 2022

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US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)

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101 Countries Witness Rise in Civil Unrest in Last Quarter (Verisk Maplecroft)

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“Worst Has Yet To Come”: Civil Unrest Set To Surge Worldwide As Socioeconomic Pressure Builds, Report Warns (Zero Hedge)

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Korea, Japan Companies Expanding in Vietnam (The Asset)

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What’s Going on in the Chinese Real Estate Market? (Yielddive)

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Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)

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Go to Southeast Asia, Young One (FT)

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China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)

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The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)

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China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)

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In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)

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Factbox-Highlights of the U.S.-China Audit Deal (Reuters)

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Analysis: Years of Political Crises in Peru Are Finally Hitting Its Economy (AP)

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Venezuela – A Multi-Bagger Recovery Play?

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China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)

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China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)

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Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)

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Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)

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Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)

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Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

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China Is Preparing To Go To War (19fortyfive.com)

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Deglobalization Is Inflationary (Of-Two-Minds)

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Geopolitics: The World is Splitting Into Two (Goldmoney)

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Stocks, Bonds, Real Estate & The Dollar Are About To Get “Vaporized” (QTR’s Fringe Finance)

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The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)

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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

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Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

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Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)

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Baby Bust: China’s Looming Demographic Disaster (Spectator)

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Five Chinese State-owned Companies to Delist from NYSE (Reuters)

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Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)

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2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)

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China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)

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Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)

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Coca-Cola Bottler to Detail Costs of Exiting Russia (Reuters)

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Argentina Vows Not To Go Full Weimar, Will Stop Printing Money Amid 60% Inflation (Zero Hedge)

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Argentina Is Running Out of Cash to Stave Off Devaluation (Bloomberg)

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Can Anyone Stop Argentina’s Great Unraveling? (Americas Quarterly)

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Can We “Export Inflation?” Yes We Can, Yes We Are (OfTwoMinds Blog)

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Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)

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China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)

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Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)

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Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)

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Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Quarterly Frontier Markets Recap – 2Q22 (Fitch)

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Outlook on Emerging Markets – July 2022 (Lazard AM)

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Emerging Markets Quarterly Outlook – July 2022 (City of London Investment Management)

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Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)

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Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)

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Kitty Special: This Month in China, July 2022 (Twitter Thread)

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Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)

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China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)

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China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)

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Emerging Markets Hit by Record Streak of Withdrawals by Foreign Investors (Financial Times)

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Powell Pushing Asia Into a New Financial Crisis (Asia Times)

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Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)

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Panama’s Inflation Upheaval Causing Food, Fuel Shortages (Zero Hedge)

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Poll Tracker: Chile’s Constitutional Referendum (AS/COA)

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Colombia’s Economy May Yet Catch Up to the Hype (Bloomberg)

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As Global Funding Dries Up, Mexico’s Delivery Startups See an Opportunity (rest of world)

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Emperador Lists in Singapore to Pursue Global Growth (The Asset)

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Pakistan’s Coming Collapse Should Worry the World (National Interest)

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Interview with Herald van der Linde (Asian Century Stocks)

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Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)

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The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)

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Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)

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Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)

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“We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)

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Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)

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VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)

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These Are The Countries With The Highest Default Risk (Zero Hedge)

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Rappi Mafia: How a Delivery Startup Took Over Colombia’s Tech Scene (Rest of the World)

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Colombians Look to Miami as Gustavo Petro’s Election Sparks Capital Flight Fears (Financial Times)

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Why Argentina’s Export Boom Is Falling Short (Americas Quarterly)

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Putin and Xi’s Bet on the Global South (WSJ)

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China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)

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Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)

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Executives Seek Briefings on Taiwan War Risk (Financial Times)

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Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)

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Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)

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The State of Russian DRS: An Update (Undervalued Shares)

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The Making of Saudi Inc. (Bloomberg)

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Argentina – New Finance Minister, Same Crisis (Latin America Risk Report)

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Three Signs Show That Argentina Is Heading to a Devaluation (Bloomberg)

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Analysis: Argentina’s Economic Crisis Whack-a-mole Goes into Overdrive (Reuters)

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Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)

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Who’s Still Buying Fossil Fuels From Russia? (Visual Capitalist)

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India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)

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How Realistic are China’s Chip Ambitions? (The Asset)

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In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)

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How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)

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Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)

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