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Emerging Insights
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Profit comes with complex costs for multinationals operating in wartime Russia
As the war in Ukraine persists, western multinational companies operating in Russia find themselves in an increasingly intricate and...
Apr 29, 2024


Macroeconomic divergence accelerates, complicating global policymaking
The global economy is exhibiting increasing signs of divergence, with the United States charting a course of robust growth while other...
Feb 19, 2024


Emerging market macroeconomic risks change natural gas market structure
Natural gas markets are shifting from short-term spot market trading toward long-term contracts as developing economies seek to lock in...
Feb 13, 2024


Bad policy compounds China’s structural slump
China's economy shows increasing signs of deflationary pressure as consumer prices sink at the fastest pace in 15 years. January's 0.8%...
Feb 13, 2024


Economic policy is increasingly being used for conflict between EMs
Economics and defense policy is an odd intersection. Pure-play economics people tend to underplay defense’s importance as it's been built...
Feb 13, 2024


Russia sees strong growth, but unorthodox policies come at a cost
Russia’s Remarkable Recovery The IMF year’s world economic outlook forecasted the Russian economy grew 2.6% in 2024, double expectations...
Feb 7, 2024


EU AI Act Undermines European Competitiveness…Again
Well-meaning EU regulations, from privacy to competition policy, have tended to accidentally favour big American tech firms over scrappy...
Dec 8, 2023


Resource restrictions spreads across emerging economies
In an era marked by pressing demands for development and environmental responsibility, the world witnesses a nuanced transformation in...
Dec 2, 2023


Investors celebrate Milei’s win but Argentina faces difficult path
Investors are celebrating the unexpected victory of radical libertarian Javier Milei in Argentina's presidential election, as both stocks...
Dec 1, 2023


Russia's Oil Trade Challenges Amid Currency Payment Drawbacks
Russia's robust oil trade, a significant source of revenue since Western sanctions, faces a critical juncture due to challenges...
Nov 27, 2023


Milei Wins Argentine Elections, but Economic and Political Realities Undermine Radical Aims
Javier Milei's recent electoral triumph in Argentina marks a significant shift in a trend sweeping across Latin America. Fueled by...
Nov 21, 2023


IMF hardens stance on failing Argentina program
The IMF has intensified its scrutiny of Argentina’s $44 billion loan program as the country grapples with triple-digit inflation and...
Nov 13, 2023


Developing countries struggle to afford rising climate resilience costs
Developing countries require up to $387 billion annually to address the escalating impacts of climate change, according to a UN study...
Nov 6, 2023


Paraguay sees record FDI on strong macroeconomic stability
In a recent report by the Central Bank of Paraguay, it was revealed that direct investment in the South American nation reached an...
Nov 6, 2023


EM currencies recover from losses but China slowdown threatens structural slowdown
Emerging market currencies, battered for most of 2023, are expected to take until next year to register substantial gains against a...
Oct 28, 2023


Poland faces fiscal continued challenges regardless of election outcomes
In the lead-up to Poland's general election, slated for October 15, 2023, Fitch Ratings emphasizes that the outcome of this crucial...
Oct 16, 2023


Energy costs batter Eastern European economies, but trade realignments promise future prosperity
The European Bank for Reconstruction and Development (EBRD) has warned that Russia’s attack on Ukraine will slow growth across Eastern...
Mar 2, 2023


Chile and Colombia offer contrasting visions of public leadership in the new 'pink wave'
When Colombia elected its first leftist in Gustavo Petro last year, observers began to return to the narrative of a “pink wave” of...
Feb 27, 2023


Vietnamese anti-corruption drive threatens housing sector, but China-style meltdown remains unlikey
Despite being one of the world's fastest expanding economies in 2022, Vietnam is facing growing headwinds as a corruption drive and real...
Jan 31, 2023


Gulf nations warm to Emerging Asia as Western ties weaken
China concluded high-level meetings with Middle Eastern leaders this week in a bilateral summit with Saudi Arabia, at the China-Gulf...
Dec 13, 2022
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