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It's a Pandemic. Now What? (April 3 Update)
What's changed since our last update? The good news is that EM risk pricing has stabilized in the near term, and there are still no signs of a serious funding crises or dollar shortages (nor do we expect there to be). The bad news is that based on current trends, EM ex-China may shortly take over from Europe and the US as the next epicenter of the global COVID-19 pandemic, with collapsing economic activity and worsening balance sheets. And China is still not in a position to help offset an EM-wide depression.It's a Pandemic. Now What? (April 3 Update)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Chartbook (Q4 2019)China Financial Research Series
To be updated Just How Big is China's Financial System?
All About Chinese WMPs
TBRs and DAMPs: China's Hidden Bad Debt Problem
What's Hiding in the Chinese Interbank Market?
Why are Chinese NPL Ratios so Low?
China Starts to Deal with its Zombie Banks
How Many More Banks are in Trouble?
The Incredible Shrinking Chinese Financial System
All About Chinese WMPs
TBRs and DAMPs: China's Hidden Bad Debt Problem
What's Hiding in the Chinese Interbank Market?
Why are Chinese NPL Ratios so Low?
China Starts to Deal with its Zombie Banks
How Many More Banks are in Trouble?
The Incredible Shrinking Chinese Financial System
How To Think About Emerging Markets (2018 Edition)
An opinionated guide to emerging markets
What’s Wrong With Emerging Markets? (How to Think About Emerging Markets, Part 1)Who Makes It, Who Doesn't? (How to Think About Emerging Markets, Part 2)
Four Big Growth Fallacies (How to Think About Emerging Markets, Part 4)
Is Globalization Over? (How to Think About Emerging Markets, Part 3)
An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets, Part 5)
Life After China (How to Think About Emerging Markets, Part 6)
EM and Commodities (How to Think About Emerging Markets, Part 7)
Macro and EM Equities (How to Think About Emerging Markets, Part 8)
How To Think About Emerging Markets
An opinionated guide to emerging markets
How To Think About Emerging Markets (Introduction and Summary)How To Think About Emerging Markets (Part 1)
How To Think About Emerging Markets (Part 2)
How To Think About Emerging Markets (Part 3)
How To Think About Emerging Markets (Part 4)
How To Think About Emerging Markets (Part 5)
How To Think About Emerging Markets (Part 6)
How to Think About Emerging Markets (Part 7)
How To Think About Emerging Markets (Part 8)
How To Think About Emerging Markets (Part 9)
How To Think About Emerging Markets (Part 10)
How To Think About China
... and an opinionated guide to China
How To Think About China (Introduction and Summary)How To Think About China (Part 1)
How To Think About China (Part 2)
How To Think About China (Part 3)
How To Think About China (Part 4)
How To Think About China (Part 5)
How To Think About China (Part 6)
How To Think About China (Part 7)
How to think about China (Part 8)