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Emerging Markets Mirror U.S with Tech, AI Dominance
EM Equities are powering forward despite the Iran war, but the gains are driven largely by tech companies fueled by the AI super cycle. Concentration…
May 20
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Afshin Molavi
9
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The Shattering of Iran-UAE Ties and Its Future
Iran and the UAE are bound by historic trade and migration networks and, more recently, by Dubai's role as a key hub for Iran to the global economy…
Apr 23
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Afshin Molavi
7
"The Strait of Asia" (and the Global Economy)
The Strait of Hormuz is in crisis, disrupting the global economy. Asia, in particular, faces a coming storm with a prolonged closure -- the Strait…
Apr 6
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Afshin Molavi
17
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Emerging Markets Monitor - February 13
EM Soars, New US Warship To MidEast In Signal to Iran, India IT Stocks Hit, Bangladesh Elections, Saudi Investment Minister Reshuffle, Kenya IPO
Feb 13
1
Emerging Markets Monitor - February 10
Thai Election Fuels Stock Market Rise, EM Rises as Wall Street Looks Global, The Race for Brazil Rare Earths, US-Bangladesh Trade Deal, Uber Buys Getir…
Feb 10
1
Copper, Gold, Emerging Markets and "Going Long" the Iranian People
The Coming Copper Crunch, China's Demographic Decline, Should You Stay Long Gold?, EM Equities Still Rising, "Go Long" the Iranian People
Jan 23
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Afshin Molavi
6
The Coming U.S-China War?
A U.S-China War Forecast, the Future of Oil, and the Looming Inequality of Longevity - Three Conversations that Intrigued Me
Oct 13, 2025
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Afshin Molavi
4
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The New Map of Global Trade
In my latest Forbes column, I try to look past the tariffs noise and explore the emerging cartography of global trade. New hubs rising, new corridors…
Sep 30, 2025
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Afshin Molavi
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