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....
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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...
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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...
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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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