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Low Drama Korea (Webcast)
The Korean equity market has been a dramatic rollercoaster over the past 24 months, but the macro story is a lot more staid. That's good news from a stability standpoint, but less useful if you're looking for themes that can stand against rising DM rates and looming DM recession.Low Drama Korea (Webcast)
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
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 (2022 Edition)
An opinionated guide to emerging markets
What is "EM"? (How to Think About Emerging Markets 2022 Edition, Part 1)What's Wrong With Emerging Markets? (How to Think About Emerging Markets 2022 Edition, Part 2)
Who Makes It, Who Doesn't (How to Think About Emerging Markets 2022 Edition, Part 3)
Is Globalization Over? (How to Think About Emerging Markets 2022 Edition, Part 4)
Four EM Growth Fallacies (How to Think About Emerging Markets 2022 Edition, Part 5)
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)A State Economy or a Market Economy? (How to Think About China 2021 Edition, Part 2)
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)