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The US-China Showdown in the Trump 2.0 Era
The US and China are headed for an accelerated showdown on trade and beyond, but much has changed in China and the world since Trump 1.0. Where are we…
Nov 18
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Afshin Molavi
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The US-China Showdown in the Trump 2.0 Era
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Emerging Markets Monitor - Nov. 6
Trump's Win and the US Economy, EM Currencies Rattled, 'Howdy, Modi' and 'Namaste Trump', Mexico Exports to US Soar, Asia Braces for More Tariffs, UAE…
Nov 6
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Emerging Markets Monitor - Nov. 6
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October 2024
Emerging Markets News Monitor - Oct. 8
China Stock Euphoria Cools, India State Elections, Brazil Municipal Elections, Samsung in "Crisis" As Earnings Disappoint, New Major Airport in Saudi…
Oct 8
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Emerging Markets News Monitor - Oct. 8
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Emerging Markets News Monitor
EM Stocks Popping, Iran-Israel Conflict and Oil Prices, China Dominates MSCI as Shares Rise, ADNOC Buys Covestro for $13B, MercadoLibre Soars Higher
Oct 2
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Emerging Markets News Monitor
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You Are Global
From your morning coffee to your smartphone to every aspect of your daily life, global connections and dizzying supply chains fuel our lives. You are…
Oct 1
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Afshin Molavi
4
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You Are Global
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August 2024
The Rise of the Indian Traveler (and Consumer)
Also this week: Indigo Airline, Emerging Markets Comeback, Iron Ore Declining, Bangladesh's Future, China Air Travel, and South Asian Mangoes
Aug 30
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Afshin Molavi
1
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The Rise of the Indian Traveler (and Consumer)
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Breaking: Bangladesh PM Resigns, Country in Turmoil
Long-ruling Bangladesh PM Sheikh Hasina flees country amid massive protests. Interim gov't to be formed. Hundreds dead. Army Chief leads transition…
Aug 5
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Breaking: Bangladesh PM Resigns, Country in Turmoil
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Emerging World Week - August 2
An "African Spring?", Nigeria Protests Sink Bonds, India Rising in EM Index, Whither Copper?, China-US and South China Sea Tensions, Indonesia Nickel…
Aug 2
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Afshin Molavi
4
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Emerging World Week - August 2
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June 2024
China, Middle East Ties Accelerating
Beijing Forum Underscores Growing Ties. Oil and Gas Trade Remains Critical, But Ties Go Beyond Energy. US-China Rivalry Looms. Recommended Reads and…
Jun 7
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Afshin Molavi
3
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China, Middle East Ties Accelerating
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April 2024
Emerging Markets Monitor - April 29
EM Bonds Moment, AGOA to Expand and Continue, Qatar LNG Rising, CNOOC Record Profits, Mexico Manufacturing, Copper Rises Above $10K on BHP Megabid
Apr 29
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Emerging Markets Monitor - April 29
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Emerging Markets Monitor - April 25
Korea Q1 Growth Robust, WisdomTree Likes India, UBS Positive on China Property, Quantum Hedge Funds Sizzle on Cocoa/Coffee Bets, Turkiye Finance…
Apr 25
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Emerging Markets Monitor - April 25
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Emerging Markets Monitor - April 24
China SenseTime Soars 36%, IAEA's New Worries on Iran Nukes, Gold Rally Fueled by Chinese Buyers, KKR Makes Big Push in India, Ghana On Verge of Deal…
Apr 24
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Emerging Markets Monitor - April 24
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