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Category: rand

U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls

November 7, 2018November 7, 2018

Is this the catalyst emerging markets needed?

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Hostage Situation: Full Week Ahead Preview

September 16, 2018September 17, 2018

“Hand over your trade policy and I’ll release global markets”…

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Out Of The Woods? At The Crossroads Of An Emerging Market Crisis

September 14, 2018September 14, 2018

After a pivotal week, where to?

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Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009

September 4, 2018September 4, 2018

Some were surprised, some weren’t.

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8 Comments on Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009

Battered And Bruised After Rough Month, Emerging Markets Warily Eye The Road Ahead

August 31, 2018October 14, 2021

The pain was widespread.

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There’s Blood In The Water For Emerging Markets – Again

August 30, 2018August 30, 2018

It’s not over.

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Blood In The Water: Here’s Why The Emerging Market Rout Is Dangerous

August 15, 2018August 15, 2018

Wednesday is a disconcerting day for emerging markets. 

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Emerging Market Crisis Beckons As Currencies Shudder Amid Lira Drop

August 13, 2018August 13, 2018

Turkey’s woes are not any semblance of “contained”.

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‘Gains Are Like An Escalator, But Losses Are Like Going Down A Lift’: More Warnings On EM FX

June 20, 2018June 20, 2018

“…it will get really bad if the Fed is hiking when growth is slowing.”

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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