, Author at Emerging Market Skeptic - Page 6 of 12

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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The Link Between Soaring Food Prices and Political Instability (Statista)

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Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)

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Philippines Globe Telecom to Raise Funds, Expand (The Asset)

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Analysis – Colombia’s First Leftist Leader Gustavo Petro Targets Inequality; Investors on Edge (Reuters)

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The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)

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Russia Is Winning the Financial War (Lewrockwell.com)

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EXPLAINER: What’s the Impact of a Russian Debt Default? (AP)

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A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)

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China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)

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Russia’s Bourse to Start Trading HK Stocks (Asia Times)

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How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)

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Latin America’s Vicious Circle is a Warning to the West (The Economist)

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Four Scenarios for Argentina’s Inflation Crisis (America’s Quarterly)

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Mexico Takes Aim at Private Companies, Threatening Decades of Economic Growth (WSJ)

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US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)

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Lost Revenue: SA’s Power Crisis Hits April Mining Production Where it Hurts (IOL)

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Chile Argues It Can Bring Change Without Scaring Investors (Bloomberg)

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Analysis: Colombia’s Extractive Industries Watching Election Warily (Reuters)

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Venezuela’s Capitalist Playground Has $200,000 Ferraris and a Bustling Casino (Bloomberg)

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India: Three Themes Driving Growth (Franklin Templeton)

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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

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Emerging Market Debt: The Case for (Cautious) Optimism (LGIM)

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South Africa’s GDP Returns to Pre-pandemic Levels, Increases 1.9% in First Quarter (IOL)

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May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)

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Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)

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20 Rules for Investing in Vietnam (Asian Century Stocks Substack)

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Asian Equities Well-positioned Against Global Recession (The Asset)

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There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)

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Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)

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40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)

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Pakistan On The Verge Of Inflationary Collapse – Pleads For Larger IMF Bailout (Zero Hedge)

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Is Pakistan About to Pop? (Petition Substack)

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Turkey’s Inflation Soars to 73%, a 23-year High, as Food and Energy Costs Skyrocket (CNBC)

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Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)

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Russia is Winning Battle to Control the World’s Wheat (The Times)

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EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)

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Colombia – Hernández Surges (Latin America Risk Report Substack)

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Populist Outsider Shakes up Colombia’s Presidential Election (Financial Times)

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How the Colombia Election Could Change Latin America (Financial Times)

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Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)

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Inflation Returns to Haunt Brazilians (Financial Times)

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FLASHBACK: 10 Charts That Explain Russia (Forbes)

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Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

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Sri Lanka’s PM Describes Sri Lanka’s Crisis (@RW_UNP)

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Buying Stocks in Asia: The Ultimate Guide (InvestAsian)

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Transnet Freight Rail’s Poor Performance Deals Multi-billion Blow to SA Economy (Business Report)

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Investing in HK Stocks (Turtles Substack)

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The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)

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Ukraine War Poses a Threat to EU Industry (RaboResearch)

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Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)

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Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)

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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)

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Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)

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The Semiconductor Bust Still Coming? (Asianometry Substack)

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What If Capital Controls are Imposed in the Countries You Invest In? (Undervalued Shares)

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Emerging Markets in a World of Higher Long-Term U.S. Inflation (PGIM Fixed Income)

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It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)

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How Russia Avoids Oil Sanctions: Transfer-At-Sea To “Destination Unknown” (Mish Talk)

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Sri Lanka’s Difficult Road Ahead (Manulife IM)

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The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)

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Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)

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The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)

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The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)

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The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)

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The Renminbi’s Creeping Internationalisation (BNP Paribas)

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Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)

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China Will be Deglobalization’s Big Loser (The Asset)

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Click here to visit our Substack newsletter and Free [Monday] “Emerging Market Links + The Week Ahead” and [Tuesday] “EM Fund Stock Picks & Country Commentaries” Posts

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How to Think About Investing in China Today (Capital Group)

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Russia Ukraine War’s Global Impact (MetLife Investment Management)

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Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)

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Turbulence Across Eurasia Will Not Slow Kazakhstan’s Progress (National Interest)

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Chile Sours on Boric, Constitution as Poll Finds Economic Alarm (Buenos Aires Times)

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Spotlight on Saudi Arabia (Franklin Templeton)

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2022 Adverse Macroeconomic Case Risk Heat Map (FitchRatings)

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EMEA Companies Most Exposed to Russia (FitchRatings)

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Russia, Ukraine and China (Franklin Templeton)

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Russia-Ukraine Conflict Raises Risks for Some Emerging Markets (FitchRatings)

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Brazil: Worth a Closer Look (Franklin Templeton)

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Consumer Prices Likely to Rise Sharply in South Africa – BNP Paribas (BusinessReport)

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Fallout From Russia’s Invasion of Ukraine Has the Potential to Impact SA’s Economy (BusinessReport)

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MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)

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Investment Implications of the Russian Invasion (Franklin Templeton)

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2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)

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Tech Trends and More in 2022 and Beyond (Franklin Templeton)

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Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)

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What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)

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July Riots Come With a R50 Billion Price Tag for SA’s Economy, Says Sasria (Business Report)

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Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)

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Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)

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Frontier Markets Post-pandemic (Capital Group)

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China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)

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China: Navigating the Regulatory Landscape (UBS AM)

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China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)

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Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)

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Quarterly Frontier Markets Recap – Q321 (FitchRatings)

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Discern and Diversify: Asian Bonds Increasingly Sought for Better Diversification (Eastspring Investments)

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Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)

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Three Reasons We Remain Bullish on Emerging Markets Long Term (Franklin Templeton)

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Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)

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Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)

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Regulatory Shifts in China: A New Fork in the Road? (The Asset)

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Evergrande Explained (KraneShares)

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China beyond Evergrande: Contagion or containment? (PineBridge Investments)

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Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)

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Evergrande Crisis and Contagion Risks (Franklin Templeton)

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China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)

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Letter From Asia: Evergrande is No Lehman (Nuveen)

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Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)

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Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)

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Rise of EVs: Impact on Commodities and Emerging Markets (William Blair)

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China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)

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Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)

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Seven Reasons to Invest Actively in EM Equities (Wellington Management)

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China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)

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Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)

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At 34.4%, South Africa Officially Has the Highest Unemployment Rate in the World (BusinessReport)

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Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)

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Alternative Data in China (Man Institute)

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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)

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The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)

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Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)

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Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)

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Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)

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Who’s in Trouble, the US Dollar or Emerging Economies? (Nikkei Asia)

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Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)

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Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia

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Push for US-listed China Firms to Disclose Interference Risks (The Standard)

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Inflation Trends Across Emerging Markets (Franklin Templeton)

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What if America Delists Chinese Firms? (The Asset)

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Guide to Emerging Markets Investing (Robeco)

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Quarterly Frontier Markets Recap 2Q21 (FitchRatings)

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Namibia Sees Opportunity in South Africa Unrest (BusinessReport)

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Tech and the Consumer have Reshaped Today’s Emerging Markets (Manulife IM)

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Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)

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Singapore’s Temasek in for Long Haul With In-house Startups (Nikkei Asia)

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Africa Rising: The Hopeful Continent (Wellington Management)

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PODCAST: The Question Is…What Should Investors Look for in an Emerging Markets Company? (Lazard AM)

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Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)

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COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)

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Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)

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2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)

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2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)

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2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Dingdong IPO: What to Know About Dingdong (City Index)

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After Grab: ASEAN’s Tech Giants Produce a New Startup Generation (Nikkei Asia)

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Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)

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Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)

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Indonesian Conglomerate CT Corp Embarks on Journey Toward IPO (Nikkei Asia)

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Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)

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Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)

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India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)

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