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Is UAE a Tiger? (Webcast)
Not quite. UAE is the main diversification success story in the Gulf, and it does have a strong services economy by EM standards - but it's coming from a low base compared to traditional sectors like oil and shipping, and the these latter two are in relative decline.Bullish on medium-term, but need more to get things moving. We see UAE as a competitive service-driven story ahead, but not while the local property and credit economy is still basically flat. As a result, the UAE equity market continues to move in lockstep with oil prices, just like its neighbors. We'll be watching domestic demand indicators for signs of delinkage ahead, and will be happy to buy again once they materialize.
Is UAE a Tiger? (Webcast)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)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)
An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2022 Edition, Part 6)
Life After China (How to Think About Emerging Markets 2022 Edition, Part 7)
Macro and EM Equities (How to Think About Emerging Markets 2022 Edition, Part 8)
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)