A New Safe Haven Framework for a Multipolar World

Trump could well be ushering in a golden age for emerging market assets.

What currency strength means for sovereign creditworthiness

Have a weaker dollar and the Covid inflation hangover eroded EM competitiveness?

Tariff announcement drives market rout

The U.S. tariff bazooka rips through global markets as investors flock to havens

Sink or swim: Trump 2.0 reality confronts emerging markets

Tariffs, deglobalization set to shift growth from EMs to the U.S.

Is another crisis brewing in Turkey?

Rampant inflation and booming credit are causing external imbalances

Egypt: short-term pain, long-term gain

Famous last words, but this time could be different.

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Rise of the yuan? Not so fast.

The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.

Fair value exchange rates in EM Asia

Fair value exchange rates in LatAm

Fair value exchange rates in CEEMEA