Chart of the Day: Who's Up? Who's Down?
Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key...
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Chart of the Day: Turkey Shoot
Turkey seems to be accelerating towards full-blown economic crisis: a development that should give all emerging market investors food for thought....
279 Views
Shorting the EEM Peak
Increasing evidence of an EM top is mounting as we tie in seasonality, our cycle timeline work, overhead physical barriers, the dollar and our...
299 Views
Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
799 Views
The Market Sentimentalist: Turkey's Referendum- Win Or Lose?
Summary: Referendums seem to be all the rage. Scottish politicians are pushing for a second independence referendum and next month Turkey’s...
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