Over the past several weeks, a handful of Chinese state-owned enterprises (SOEs) defaulted on their..

Credit Research, Emerging Markets, Fixed Income

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die..

Emerging Markets

US-China relations are built on a fragile web of complex issues. Recently, we’ve seen headlines..

Macro Strategies, Sovereign Research, Emerging Markets

In May, you noted that emerging markets (EM) were facing a mix of bright spots and risks. How has..

Equity Research, Emerging Markets, COVID-19

An unexpected development caught my attention in China’s June 12 credit report—the acceleration of..

Macro Strategies, Emerging Markets