Independent Insight Provider

Ewan Markson-Brown

Asia ex-Japan & EM Portfolio Manager with 24+ years of top-decile performance, specializing in disruptive growth, capital efficiency, and long-term compounding.

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>Century of Decline, One Shock Reset: Argentina fell from 80% of US GDP to 25%—Milei is reversing it with fiscal shock therapy. </li>
<li>From Chaos to Credibility: Inflation tamed, market confidence rising—first fiscal surplus in a decade.</li>
<li>Decentralization, AI, and the Next Model: Tax federalism and AI governance make Argentina the first EM reform lab.</li>
</ul>


Century of Decline, One Shock Reset: Argentina fell from 80% of US GDP to 25%—Milei is reversing it with fiscal shock therapy. 
From Chaos to Credibility: Inflation tamed, market confidence rising—first fiscal surplus in a decade.
Decentralization, AI, and the Next Model: Tax federalism and AI governance make Argentina the first EM reform lab.


Argentina: The First Domino How Freedom, Discipline, and Bitcoin Are Rewriting the EM Playbook