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Insights About Global Emerging Market Issues

China’s Bright Bond Future Squint

As Chinese local bonds prepare to enter the Bloomberg Barclays aggregate index in April unleashing an estimated $5 billion monthly ...

ASEAN’s Sleepy Stock-Taking Exercise

Among ASEAN stock markets, only frontier component Vietnam was up double-digits through February, as Indonesia, Malaysia, the Philippines and Thailand ...

Asia’s Ineluctable Election Whirl

The three stock markets in election mode were on average behind the MSCI EM Asia’s index 9% jump through February, ...

China’s Latin America Litter Litany

China’s MSCI Index comeback, with double-digit gains through February, continues on strong foreign investor inflows. Morgan Stanley and Citigroup predict ...

Iran’s Somber Revolutionary Stockpile

The Tehran Stock Exchange was down 35% in dollar terms on an annual basis through December, twice the loss of ...

Mongolia’s Foggy Misappropriation Mentality

Mongolia bond positions turned underweight in global emerging market strategies, as tens of thousands of Ulaanbaatar protestors in bitter winter ...

Indochina’s Pressed Post-Conflict Advantage

Indochina region markets Vietnam and Thailand were not as battered as Morgan Stanley Capital International respective frontier and core counterparts ...

Asia’s Spent Sprint Spirits

Hopes were dashed for a later year core Asia emerging stock market rally and clear momentum going into 2019, as ...

Bangladesh’s Supercharged Subcontinent Drift

Stock market strategists picking Bangladesh over Pakistan and Sri Lanka in 2019 after a losing year in the three returned ...

Afghanistan’s Economic Withdrawal Factions

President Trump’s unilateral decision to halve the US troop presence in Afghanistan, reportedly due more to political and pocketbook than ...

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