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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)

Monthly Chartbook

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (March 2020)

China Chartbook

Our monthly guide to China by charts and data.

China Monthly Chartbook (March 2020)

Frontier Chartbook

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (Q1 2020)

Annual Chartbook

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2019 Edition)

Corporate Chartbook

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

EM Corporate Chartbook (Q4 2019)