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**Argentina: Not Rocket Science**

Argentina: Not Rocket Science

## Corporate Chartbook

Our semi-annual guide to EM listed corporate trends by charts and data.

EM Corporate Chartbook (2020 Edition)## 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)