Log in

New!

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)

Monthly Chartbook

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (July 2022)

China Chartbook

Our monthly guide to China by charts and data.

China Monthly Chartbook (July 2022)

Frontier Chartbook

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (Q3 2022)

Annual Chartbook

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2022 Edition)

Corporate Chartbook

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

EM Corporate Charbook (2022 Edition)