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Insights About Global Emerging Market Issues

Europe’s Strange State Enterprise Striations

An IMF working paper divides state-owned firms into the “good, bad and ugly” in a dozen European countries with financial, ...

Russia’s Revolutionary Sentiment Turn

On the centenary of the Bolshevik revolution overthrowing the czars Russian stocks stayed down less than 5% on the MSCI ...

The Czech Republic’s Missing Mate Mooring

Czech Republic stocks, after a 20 percent MSCI index advance through September, rocketed on the sweeping election win of former ...

Ukraine’s Backward Leaning Liability Lull

After a Moody’s ratings upgrade from the low junk category, Ukraine bonds rallied on a post-default market return as $3 ...

Russia’s Singeing Sanctions Stretch

Russian stocks continued outlier double-digit losses despite a pickup in Q2 GDP growth to the 4 percent range as US ...

Greece’s Aging Tour Act

Greek stocks were up almost 30% through mid-year as Euro area finance ministers approved the rescue program’s EUR 8.5 billion ...

Central Europe’s Bypassed Boorish Behavior

Central Europe stock markets, with Poland’s 32 percent gain the core universe leader, were strong through the first half as ...

The Balkans’ Suppressed Agrokor Agony

Croatia, Slovenia and Serbia held on to single-digit MSCI Frontier index gains through April following passage of a law to ...

The Western Balkans’ Balky Bloc Formation

EU officials, marking the 60th anniversary of the single market and still at odds over issues from Brexit to bank rescue, ...

Russia’s Crossed Wire Winnowing

Russian shares languished at the bottom of the MSCI Europe pack into March as President Trump’s wiretapping allegations against his ...

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