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Kenya, the IMF and Wishful Thinking
Kenya has a newly-minted IMF program - but as in Pakistan, Argentina and many other recent cases, a program that is based on wildly unrealistic export growth assumptions and thus almost certain to fail. Unfortunately, Kenya is still nowhere near external sustainability today, and there's still a good bit of adjustment pain ahead.
Kenya, the IMF and Wishful ThinkingCorporate 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
The Next Big Theme for Chinese Banks: Capital Raising
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)
Macro and EM Debt (How to Think About Emerging Markets, Part 9)
Macro and EM Currencies (How to Think About Emerging Markets, Part 10)
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)