Emerging Markets
Shuttered Schools and Forced Remote Work: How the World Is Responding to the Oil Crisis
Europe has so far avoided outright shortages, supported by higher inventories and access to Atlantic Basin supply.
3 minute read
Why Mexico’s Stocks Should Be On Your Buy List
Mexico is well-placed to beat other emerging markets because it has strong economic fundamentals and a lack of financial excesses.
2 minute read
The New Logic of a Wartime Market
As the Dow enters a tailspin and the Strait of Hormuz remains a bottleneck, investors are ditching the “short-war” theory.
Long Read
Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.
Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.
Long Read
Venezuelan Opposition Leader Vows to Fully Privatize Oil
Maria Corina Machado says she thinks Venezuela can produce more than five million barrels of oil per day,.
3 minute read
Oil Shocks and What Comes Next for Emerging Markets
Emerging economies have been hard-hit by the war in Iran. Buy these markets on the dip.
Long Read
Venezuela’s Stock Just Went Up. The Iran War Makes It More Valuable for Oil Markets.
The war in Iran and rising oil prices are making political change in Venezuela seem positive.
3 minute read
Emerging Markets Expected to Outperform This Year Despite Global Volatility
J.P. Morgan and Goldman Sachs are bullish, citing easier monetary policy and less forbidding market valuations.
3 minute read
6 Top-Performing Emerging Market ETFs
Emerging market funds are beating the S&P 500. The rally Is real.
3 minute read
Brazil’s Stock Market Had a Knockout Year. More Gains Hinge on Political Change.
What’s driving the bull run in Brazilian stocks is the prospect of change under a new president after the election next October.
3 minute read
Argentina’s Milei May Have Put the Nail in the Coffin of Peronism
Investors in the serially defaulting nation may finally have reason to hope, Gregory Makoff writes in a guest commentary.
Long Read
Trump Backs Argentina’s Crisis-Stricken President. A Bailout May Be Next.
President Donald Trump met with Argentine President Javier Milei on the sidelines of the United Nations Tuesday.
3 minute read
Indonesia's President Moves to Control the Central Bank. The Red Flags for Other Markets.
President Prabowo Subianto replaced the head of the central bank to push through aggressive fiscal and monetary policies. Investors have been fleeing the country.
4 minute read
As War in Ukraine Rages On, Investors Are Flooding Into a Stock Called KYIV
Kyivstar Group, Ukraine’s largest mobile operator, went public under the ticker KYIV on Friday.
2 minute read
Trump’s Emerging Market Behavior Is Unsettling Investors. How It Could Hit Markets.
The president has fired a statistician, pressured the central bank, and called for a CEO to quit. Those are hallmarks of an emerging market, strategists say.
Long Read
What This Top Emerging Markets Fund Is Betting on Now
Artisan Developing World’s Lewis Kaufman focuses on urban consumers. How he views opportunities in India and China.
Long Read
Emerging Markets Are Trouncing U.S. Stocks. Why This Manager Likes Alibaba, Mercado Libre.
AI, fintech, and other technologies are spurring growth in developing countries, says Lazard Asset Management’s Rohit Chopra. India and the Middle East are on his shopping list, too.
Long Read
Trump Threatened Brazil With 50% Tariffs. How He Is Using Trade as a Political Cudgel.
Experts fear the president’s announcement will boost the re-election chances of his Brazilian counterpart.
4 minute read
