Macro
The traditional, yet fast-evolving, perspective on EMs' place in the global markets and its two-way impact.
Research suggests the scattershot levies will induce lasting structural shifts, eclipsing targeted steel levies briefly deployed more than 20 years ago.
by Bourgaize Murray, Jan 18, 2026
Central Asian outpost continues to benefit from improved fundamentals, global focus on metals.
by Bourgaize Murray, Jan 18, 2026
Move serves commodities ramp-up in the Southern CEE and Central Asia, with Nigerian capital eyed in 2026.
by Bourgaize Murray, Jan 18, 2026
Structural improvements and currency stability on display as EM debt continues to streak.
by Bourgaize Murray, Jan 18, 2026
Status in question as geopolitical jolts continue to undo the longtime safe haven.
by Bourgaize Murray, Jan 18, 2026
Pillars of the TINA trope have brittled, while triumphant TARA brings emerging markets to the fore. Will EM stick this time?
by Bourgaize Murray, Jan 18, 2026