Emerging World

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 • 

Afshin Molavi

2

September 2025

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 • 

Afshin Molavi

5

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Gold Glitters, But the World Still Turns

Global volatility has been a boon for gold, but the deeper forces shaping our age -- trade, demographics, urbanization and connectivity -- continue to…

Sep 8 • 

Afshin Molavi

6

April 2025

Netherlands, Hong Kong, and the UAE: The US Trade Surplus Nations, the Modern Networked State and American Alliances

Netherlands, Hong Kong and UAE have two things in common: they are super trade hubs -- and the U.S runs a large trade surplus with them. On tariffs…

Apr 30 • 

Afshin Molavi

7

2

Emerging Markets and Tariffs: News Round-Up - April 3

Global Stock Rout On Trump Tariffs, SE Asian Economies Hit Hard, Oil and Metals Fall, Fund Managers: China Can Brave Tariff Blow, The Middle East and…

Apr 3 • 

Afshin Molavi

4

December 2024

Shanghai, Mumbai, Dubai or Goodbye

A visit to Jebel Ali port in Dubai is like looking under the hood of globalization.

Dec 26, 2024 • 

Afshin Molavi

17

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Emerging Markets Monitor - Dec 18

Brazil Market Panic, South Korea Opportunities, UBS Bullish on Middle East, China Shipbuilders Dominate, Trump Threatens Tariffs on India

Dec 18, 2024

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Emerging Markets Monitor - Dec. 17

Argentina Exits Recession, China Growth Slows, Korean Battery Stocks Plunge, Ukraine Kills Russian General in Moscow, Dubai Stocks Sizzle - Led by Emaar

Dec 17, 2024

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November 2024

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, 2024 • 

Afshin Molavi

3

1

1

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, 2024

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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, 2024

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, 2024

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