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Sep 07 2018

EM Crisis? Not There Yet

  • Sep 7, 2018

What some EM countries are going through is a classic sequence that can potentially lead to a full-blown EM crisis.

May 07 2014

EM Sentiment Readings Reach Extremes

  • May 7, 2014

A few measures are suggesting that investor sentiment towards EM has reached a low ebb.

Feb 07 2014

Emerging Market Currencies: January’s Panic Overdone

  • Feb 7, 2014

The emerging markets are in a much better financial position to weather any financial turmoil than they have been in the past.

Feb 07 2014

The EM Value Trap?

  • Feb 7, 2014

EM valuations look cheap in a stock market world that otherwise doesn’t. But even their “cheapness” bothers us.

Jan 08 2014

Emerging Markets: Dismal 2013, Hopeful 2014

  • Jan 8, 2014

What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.

Aug 07 2013

A Comprehensive Look At The Emerging Markets: Diagnosis And Prognosis

  • Aug 7, 2013

We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.