Energy Watch: Time to Buy Oil Again?
We agree with OPEC that the demand side seems to be doing decent; paper markets are net short oil again. Our model is approaching the buy zone...
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Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
218 Views
Saudi Arabia: Scaling New Heights
Saudi Arabia is the 2nd largest country underweight in EM. On average, GEM active managers are underweight Saudi by -2.49%, with 79% of funds not...
193 Views
Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
477 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
694 Views