Decoding Credit Cycles: BRICS and New Entrants in Focus
Since its establishment in 2009, the BRICS consortium, comprising Brazil, Russia, India, China, and South Africa, has evolved into a formidable...
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Frontier and Emerging Market Recap: Vietnam and Egypt Stand Out
This insight provides an overview of all the markets I covered in September, and thoughts regarding health of the frontier market class in general,...
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Week Ahead in Global Macro: US Tech and Trade Risks, China PMI, FTSE on Saudi, SARB, Good Friday
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short NKY and USD-JPY. Still short US tech...
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Chart of the Day: Walk Like An Egyptian - Part 2
One of the few lingering question marks over the almost water-tight bull case for Egypt (see Chart of the Day: Walk Like An Egyptian) is whether...
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Chart of the Day: REER Guard Action
Which emerging markets have the most and least overvalued exchange rates? Today's chart of the day provides a simple way of answering this...
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