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China and Taiwan drama continues to escalate
War of words between Taiwan and China escalates: Taiwan’s President Tsai Ing-wen signaled in a speech on Sunday that the…
Semiconductor shortage could take years to be resolved
Remember that semiconductor shortage? It’s likely to stay with us for a while: A global lack of semiconductors — essential…
Around the World on 6 May 2021
Israeli opposition leader Yair Lapid has been tasked with forming an Israeli coalition government after Prime Minister Benjamin Netanyahu failed…
What we’re tracking on 27 October 2020
Good morning, ladies and gents, and welcome to one of the calmest Tuesday mornings we’ve had in a long time.…
What we’re tracking on Sunday, 6 September 2020
Good morning, friends, and welcome to the first full week of September, where the big question is suddenly: Is market…
Covid-19 shows investment risks and rewards in individual EM economies vary more than ever
Covid-19 underlines the home truth that you can’t just lump EMs together in a homogeneous asset class — and the…
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