Making sense of emerging markets

Emerging Markets Judgment

* How to think about food inflation in India and China, Deepak Gopinath, 19 Feb 2010
A problem with similar causes in the two countries but very different effects
TS View
* Perspectives on capital flows in the BRICs, Larry Brainard, Deepak Gopinath, Bo Zhuang, 12 Feb 2010
Led by China, the BRICs continue to accumulate foreign reserves
Chartbook
* Making sense of China’s loan crunch, Larry Brainard, Deepak Gopinath, 5 Feb 2010
An export rebound is driving China’s decision to exit its monetary stimulus
Strategy Monthly
* Assessing China’s energy demand, Deepak Gopinath, 29 Jan 2010
Record oil and coal imports are misleading the markets
TS View
* Perspectives on food inflation in the BRICs, Larry Brainard, Bo Zhuang, 22 Jan 2010
Food inflation: Accelerating in China and India but falling in Brazil and Russia
Chartbook
* The political fault lines that threaten the global economic recovery, Larry Brainard, Deepak Gopinath, 15 Jan 2010
Strategy Monthly
* How China will trigger the next dollar crisis, Larry Brainard, Deepak Gopinath, 4 Dec 2009
Strategy Monthly
* Something is wrong with the global recovery story, Larry Brainard, 17 Nov 2009
Strategy Monthly
* Emerging Markets Judgment: The China commodity bubble revisited, Larry Brainard, Deepak Gopinath, 29 Oct 2009
Hard commodity prices are being sustained by speculative purchases, not by final demand
Strategy Monthly