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The Most Important Charts in EM, Part Two
Yesterday we talked about global trade as the most important driver of EM-wide returns over the medium term. Today we turn to the other crucial factor on the list, which can absolutely dominate market trends in the short run, i.e., global risk appetite and capital flows. And here we have a simple, straightforward rule: Just watch the dollar. Trade-weighted dollar movements are the best barometer we have of market risk conditions and flows.The Most Important Charts in EM, Part Two (2022 H2 Update)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)China Financial Research Series
To be updated
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The Incredible Shrinking Chinese Financial System
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How To Think About China (2021 Edition)
... and an opinionated guide to China
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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)