-
Monetary Measures Reshape Economy
Decisive monetary policy has brought inflation under control in Mexico and Brazil, helping to lift the value of their currencies and support growth.
-
A Cautious Outlook for Turkey and Thailand
As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change.
-
Global Economic Indicator that’s Worse than the GFC
Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking weak as ever.
-
Hidden Risks and Opportunities in China’s Recovery
Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.
-
A Mixed Picture for Emerging Markets
An assessment of Emerging Markets reveals uneven performance and identifies opportunities in domestic-driven economies.
-
Misplaced Risk-Off Reaction
The collapse of Silicon Valley Bank & Signature Bank is a ‘first world problem’ with limited EM exposure. No JOEMX portfolio companies have been identified as having exposure.
-
Leading and Lagging the Emerging Market Index
Recent moves within the asset class reveal interesting patterns that may point to potential risk opportunities later.
-
Emerging Markets Dependent on Global Fund Flows
Revisiting a key driver for the asset class: the direction of the US dollar and the capital flows that result from that.
-
Why South Korea is an Emerging Market
A look at the impact of local politics at a time of rising global interest rates, a stronger US dollar, and a slowing South Korean economy.
-
Country Level Factors Indicate Potential Returns
Next year looks good for Emerging Markets with an expected decline in rates and the US dollar. But some investors are better placed than others.