Winner take all: the year of the unipolar market

Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.

Which emerging markets have the best demographic growth?

Many - but not all - emerging markets are set to benefit from demographic tailwinds

Sink or swim: Trump 2.0 reality confronts emerging markets

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

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

Rising uncertainty fails to rattle global markets

High economic-political uncertainty paired with low volatility amplifies market risks

Sri Lanka Election: Any Port in a Storm

Markets cautious on newly-elected President Dissanayake, renegotiations

Is the Washington Consensus Dead?

Small island states and large emerging markets have the biggest budget deficits in 2024

Where is emerging market growth fastest?

EM convergence to rich-world wealth levels is concentrated in Europe and Asia

Reserve flunkies

It's not just the usual suspects: some oil exporters also have low official reserves levels

The IMF's "extend and pretend" deal with Pakistan

Instead of "one and done", Islamabad and the Fund kick the can down the road.

Is another crisis brewing in Turkey?

Rampant inflation and booming credit are causing external imbalances

The $20 trillion investment gap

Does international investment into the US cause asset bubbles?

Is the G7 the new EM?

The "new" emerging markets: rich-world malaise reflects globalization's discontents

South Africa enters uncharted waters

The ruling ANC party loses its parliamentary majority for the first time in the post-apartheid era

Tracking sovereign stress in 45 emerging markets

The most-at-risk-country won't come as much of a surprise

Egypt: short-term pain, long-term gain

Famous last words, but this time could be different.

EM is ahead of DM in the global credit cycle

Amid negative credit gaps everywhere, inflections mostly in EM

Supply constraints are driving US inflation

Higher for (a bit) longer, but don't buy into inflationista hype

What does US inflation mean for EM sovereigns?

DMOs should be prepared for Fed rate cuts

Are markets underpricing geopolitical risks?

Oil prices have actually declined in the wake of Iran-Israel

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Wall Street's fear gauge rises

Plus IMF/WB Spring Meetings policy updates

The Modi mojo is working

India's economy is in great shape as it heads to the polls... but something's off

Central banks to weigh on 2024 markets

Decreasing central bank asset purchases withdraw market liquidity

Mapping the world’s output gaps