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The Trouble with EM PMIs (Webcast)
Nearly 25 of the 40 emerging countries we cover have manufacturing PMI indices ... so why don't we use them more regularly in our own research and analysis? The answer is that manufacturing PMIs essentially tell us what's happening in the export sector, and little else. I.e., there's not a lot much domestic information there. And while exports are of course important, we don't exactly need two dozen indices to tell us what's going on. Services PMIs are a much more useful and potentially impactful indicator of the domestic cycle - but we only have them for a handful of EM economies.The Trouble with EM PMIs (2022 Update, Webcast)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)How To Think About Emerging Markets (2022 Edition)
An opinionated guide to emerging markets
What is "EM"? (How to Think About Emerging Markets 2022 Edition, Part 1)What's Wrong With Emerging Markets? (How to Think About Emerging Markets 2022 Edition, Part 2)
Who Makes It, Who Doesn't (How to Think About Emerging Markets 2022 Edition, Part 3)
Is Globalization Over? (How to Think About Emerging Markets 2022 Edition, Part 4)
Four EM Growth Fallacies (How to Think About Emerging Markets 2022 Edition, Part 5)
An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2022 Edition, Part 6)
Life After China (How to Think About Emerging Markets 2022 Edition, Part 7)
Macro and EM Equities (How to Think About Emerging Markets 2022 Edition, Part 8)
How To Think About China (2021 Edition)
... and an opinionated guide to China
Lies, Damn Lies and Statistics (How to Think About China 2021 Edition Part 1)A State Economy or a Market Economy? (How to Think About China 2021 Edition, Part 2)
Explaining the Miracle (How to Think About China 2021 Edition, Part 3)
The Most Important Sector in the Universe (How to Think About China 2021 Edition, Part 4)
Debt Boom and Debt Bust (How to Think About China 2021 Edition, Part 5)
Is There a New Growth Model? (How to Think About China 2021 Edition, Part 6)
The Future of the Renminbi (How to Think About China 2021 Edition, Part 7)
The Aging of China (How to Think About China 2021 Edition, Part 8)
Commodities, Food and the Next Decade (How to Think About China 2021 Edition, Part 9)