Macro and EM Equities (How to Think About Emerging Markets, Part 8)

Macro and EM Equities (How to Think About Emerging Markets, 2026 Edition, Part 8)

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (May 2026)

Our monthly guide to China by charts and data.

China Monthly Chartbook (May 2026)

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (2026 Q2 Edition)

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2026 Edition)

An opinionated guide to emerging markets

What is an Emerging Market? (How to Think About Emerging Markets, 2026 Edition, Part 1)

What's Wrong With EM? (How to Think About Emerging Markets, 2026 Edition, Part 2)

Who Makes It, Who Doesn't (How to Think About Emerging Markets, 2026 Edition, Part 3)

Is Globalization Over? (How to Think About Emerging Markets, 2026 Edition, Part 4)

Four EM Growth Fallacies (How to Think About Emerging Markets, 2026 Edition, Part 5)

An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets, 2026 Edition, Part 6)

Macro and EM Equities (How to Think About Emerging Markets, 2026 Edition, Part 8)

... and an opinionated guide to China

Lies, Damn Lies and Statistics (How to Think About China 2025 Edition, Part 1)

A State Economy or a Market Economy? (How to Think About China 2025 Edition, Part 2)

The End of the Miracle (How to Think About China 2025 Edition, Part 3)

Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)

Debt, Banks and the Budget (How to Think About China 2025 Edition, Part 5)

The Future of the Renminbi and the Closing of China (How to Think About China 2025 Edition, Part 6)

The Aging Crisis (How to Think About China 2025 Edition, Part 7)

How to Follow Macro Policy (How to Think About China 2025 Edition, Part 8)

Why Haven't I Made Money? (How to Think About China 2025 Edition, Part 9)