Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.
Many - but not all - emerging markets are set to benefit from demographic tailwinds
Tariffs, deglobalization set to shift growth from EMs to the U.S.
Double-whammy of higher U.S. yields and stronger dollar, with peak deglobalization still to come
High economic-political uncertainty paired with low volatility amplifies market risks
Markets cautious on newly-elected President Dissanayake, renegotiations
Small island states and large emerging markets have the biggest budget deficits in 2024
EM convergence to rich-world wealth levels is concentrated in Europe and Asia
It's not just the usual suspects: some oil exporters also have low official reserves levels
Instead of "one and done", Islamabad and the Fund kick the can down the road.
Rampant inflation and booming credit are causing external imbalances
Does international investment into the US cause asset bubbles?
