Archive
Macro
+2
Dec 19, 2024
•
15 min read
Winner take all: the year of the unipolar market
Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.
EMDEs
+2
Dec 12, 2024
•
9 min read
Sovereign Stress Tracker: Why have risks moderated in Argentina?
Argentina is the Tracker's most-improved sovereign. Here's why.
Macro
+3
Dec 5, 2024
•
12 min read
Which emerging markets have the best demographic growth?
Many - but not all - emerging markets are set to benefit from demographic tailwinds
EMDEs
+2
Nov 28, 2024
•
13 min read
Sovereign Stress Tracker: Argentina's stunning turnaround
Argentina is the Tracker's most-improved country thanks to astonishing economic policy results
EMDEs
+1
Nov 21, 2024
•
9 min read
EM sovereign strains inch upward in 2024, but remain historically low
Asset class maturity is evident in EM amid the post-pandemic inflationary shock
Macro
+3
Nov 7, 2024
•
11 min read
Trump's red wave puts emerging markets under water
Double-whammy of higher U.S. yields and stronger dollar, with peak deglobalization still to come
LICs
+2
Oct 31, 2024
•
9 min read
Emerging economies adrift in a high-debt world
With global public debt at $100 trillion, many countries need more IMF-World Bank help.
