Emerging Markets Social Media and Updates
Emerging Markets Social Media and Updates
Emerging Markets Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The divergence is striking. China’s GDP per capita grew more than 10x since 2000. India and Russia followed with strong gains. At the same time, Japan saw a decline. This isn’t just growth. It’s a redistribution of economic momentum. Some economies are accelerating rapidly. Others are stabilizing or stagnating. The long-term implication is clear: Global convergence is happening, but unevenly. Where you operate increasingly matters. #GlobalEconomy #GDP #EconomicGrowth #Strategy Source 🙏 @VisualCap
CHARTS OF THE DAY: What's the inflationary impact of the US-Iran war for Europe (and thus the ECB and BoE)? Sure, the price of oil and refined products has risen. But paralells between the curent shock and the 2022 energy...
1/4 Yicai: "China’s local debt cleanup is moving faster, with the central government’s debt swap program simultaneously lowering borrowing costs and shrinking the implicit debt pile." https://t.co/Ru3dUFDjL5
There are two elephants in the BRICS room, China and India. They not only have a combined population of over 2.8 BILLION, but economic firepower too. https://t.co/nrI5ZlnwBg
#IndiaWatch🇮🇳: India’s 7.0% - 7.4% growth outlook will be downgraded. Harvard Prof and former First Deputy Managing Director of IMF Gita Gopinath warns that if OIL AVERAGES $85-$100 PER BARREL, INDIA LOSES 0.5-1% OF GROWTH. MODI SHOULD SEND A BILL FOR...
#IndiaWatch🇮🇳: Since the US-Israeli war on Iran started, India’s oil imports from Russia have nearly doubled. Good news. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING TO BREAK DOWN. https://t.co/XzP5Xxh83g
So we now seem to have fuel price caps and three airlines in emergency management in South Korea, have had school closures in Bangladesh and Pakistan, jet fuel rationing and a push to work-from-home in Vietnam, alternate-day driving for private...
JUST IN: Analysts predict the Indian rupee could drop to a record 100 against the dollar or further if the Iran crisis persists.
Pretty surprising if folks ever thought Beijing would put the strong arm on Tehran in this way. A closer look at China’s tactics (and non-tactics) with Pyongyang over the decades would have been instructive.
Ask yourself… What would you rather own at this juncture: Latin America or US stocks? Latam is entering one of the most important cycles in its history, in my view. I couldn’t be more excited to be deeply involved as an investor...
1 million bpd Basra-Aqaba pipeline costing $9 billion would have paid for itself in 3 months in the current crisis. And given Baghdad some resilience against closure of the Strait. Exactly why the Iran-aligned parties blocked it over nonsense arguments about...
"Foreign central banks sell US Treasuries in wake of Iran war" https://t.co/B4oQiLaXmS "Foreign central banks are selling US bonds at a time when the Treasury market is already under pressure as traders worry that the Middle East conflict could drive...
A few reactions to the Bai, Gopinath, Rey and Weber report on global imbalances commissioned by the French G-7 Presidency. It makes a number of important and useful points, but could have been much more hard hitting 1/ https://t.co/tGPWHoSwYs
Really honored to join the National Committee on US-China Relations to chat about my latest research: U.S.-China Trade Collapsed. Can It Recover? 📺 https://t.co/WPRwLNqS2z https://t.co/DATDHcySKT
China can still buy Iranian oil, but every barrel now comes with higher military risk, higher shipping costs, and the threat of sanctions or interdiction. What was once a quiet $8 to $12 discount trade is now a fragile, contested...
With the headlines lurching from one end to another, it’s not getting any easier to find clarity on how or when the conflict in the Middle East will end or what damage the ongoing Hormuz bottleneck will inflict on the...
Foreign central banks have cut their holdings of Treasuries at the New York Fed to the lowest level since 2012. The selling has come as oil importers like Turkey, Thailand and India raise cash through asset sales to prop up...
Official notice from FlyDubai: the UAE has banned Iranian nationals from entering or even transiting through Dubai International Airport, effective immediately This hits Iranian passport holders hard. including people with valid UAE residency visas of any kind and those with visit/tourist...
China has exported cargoes of diesel and other fuels to energy-starved countries across Southeast Asia over the weekend, in what appears to be a signal of support despite export curbs imposed earlier this month https://t.co/Ho2QuntmBc
Well, there are a lot of meanings of global reserves currency that go beyond the currency held in formal foreign exchange reserves. But the yuan's share of reserves has actually slipped over the last 5 years 1/2 https://t.co/h07pcXMaYn
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
"The regime has lost control" is wrong @EYakoby Iran is allowing more ships through Hormuz selectively It's sorting tankers by friends who pass for free, neutral parties that pay, and enemies that don't pass There may be a tactical uptick in flows,...
JUST IN: President Trump says the Strait of Hormuz will reopen “automatically” once the U.S. exits
JUST IN: India’s economy is facing “considerable downside” due to shipping disruptions and surging energy costs
U.S. venture capital firms are no longer waiting for Chinese biotech assets to surface before investing in them — they’re moving upstream, embedding themselves inside labs and courting scientists before they publish their research https://t.co/7kOlGh0sbu
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
China welcomes EU lawmakers' first visit in 8 years as chance to steady strained ties https://t.co/MvadiOAS0R
US won’t allow Chinese EVs from Canada to enter its market, President Donald Trump’s ambassador in Ottawa said, after a January deal in which Prime Minister Mark Carney lowered tariffs on those vehicles Huh?https://t.co/vBvBuGKGqK
A blueprint for Chinese global leadership With the US destroying its own credibility, the opportunity is Beijing’s for the taking https://t.co/AZmq1LQ7j4 via @ft
EU Tells Members to Prepare for 'Prolonged Disruption' to Energy Markets From Iran War https://t.co/oPLV3B8xsa
"Foreign central bank holdings of USTs at NY Fed fall to lowest level since 2012 in wake of Iran war" Via @seaniechaos https://t.co/VIiwJqrZAY
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...
The EU-India FTA may help Indian aluminium exports, but CBAM still limits the real upside. https://www.metalnomist.com/2026/03/eu-india-fta-could-improve-indian.html
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports. Full Newsletter: https://t.co/Tp92ahyVzj https://t.co/Zk1DX6pw9v
The Pakistani and Chinese foreign affairs ministers have met today in Beijing, according to Chinese state media. The meeting comes as **rumours** abound that Beijing could play a role as "guarantor" of any US-Iran deal.
This is a very interesting piece on Chinese companies moving production to Vietnam. In some sense it's happening at major scale. But also in some other sense, it's very minor, with very little of the TVA leaving China. https://t.co/ZixLeXz4nC https://t.co/BnujaABZ5M
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
🌍 Global News Update: ⦿ US 10-year Treasury yield fell to 4.32% for second session, as Powell noted long-term inflation expectations appear in check. ⦿ RBA minutes: Oil near USD 100/barrel could raise headline CPI to 5% in June quarter, with inflation...
"China may offer some ceremonial assistance, but it's highly unlikely, if not wholly improbable, that it will share any substantive amount of its food, energy, or other reserves with other countries," Eric Olander, co-founder, China-Global South Project.
Iran has hit a fully laden Kuwaiti oil tanker in the anchorage area of Dubai’s port, damaging the hull and starting a fire on board, state-run Kuwait Petroleum Corporation said https://t.co/z0pPgEwdwx
#IndiaWatch🇮🇳: India is one of the largest importers of fertilizers sourced in the Gulf. Now, India has pivoted towards Russia. It is locking in long-term deals, to cut its reliance from the Gulf. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING...
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH
China PMIs Signal Resilience as Mideast War Raises Uncertainty—Nonmanufacturing PMI, which covers both service and construction activity, also bounced back to growth territory https://t.co/JJM08eJIFF https://t.co/JJM08eJIFF
India recently pulled ahead of China in population, surpassing 1.4 BILLION people. But, when it comes to income per person, China continues to outpace India. https://t.co/eKcw6L1crT
I am a big fan of Chartbook and the collected works of Tooze -- but there is no way to look at China over the last 6 years and conclude that it has been a source of demand for the...
Dear friends, I will be in DC, NYC, Boston, and Toronto from Apr 14–22. While China has taken a back seat amid the Middle East focus, that may change in H2 if Beijing's policy pivots accelerate. If you’d be interested in meeting...
The world is in an energy crisis as Hormuz is closed. Europe and Asia are running out of oil and gas. Meanwhile Ukraine is striking Russian energy infrastructure using EU and U.S. funded weapons. What a retarded timeline.
While it’s possible that Iran’s enriched uranium could be secured by a diplomatic deal, most recent discussions have involved special forces’ boots on the ground And boots on the ground is going to seriously complicate efforts to reopen to Strait of...
Happy to welcome the Bank of England to the growing club of "imbalancistas" Would just note that if they used the 2025 data rather than the 2024, the return of imbalances would be even more apparent. Asia's surplus went...
