Making sense of emerging markets

Emerging Markets Judgment

* Cutting through the muddle on China’s monetary outlook, Larry Brainard, Deepak Gopinath, 5 Mar 2010
* 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
* The political fault lines that threaten the global economic recovery, Larry Brainard, Deepak Gopinath, 15 Jan 2010
* How China will trigger the next dollar crisis, Larry Brainard, Deepak Gopinath, 4 Dec 2009
* Something is wrong with the global recovery story, Larry Brainard, 17 Nov 2009
* 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
* Emerging Markets Judgment: The new geography of international finance, 13 Oct 2009
* Emerging Markets Judgement: The US loses the plot in Pittsburgh, 25 Sep 2009
* Emerging Markets Judgement: The coming protectionist tide, 11 Sep 2009
* The TS View: Brazilian markets move into pole position, 19 Aug 2009
Most investors missed the rally – get set for the rerun
* Emerging Markets Judgement: Requiem for Asia’s export-led growth model, 10 Aug 2009
* Emerging Markets Judgement: Why EM currencies will continue strengthening, 27 Jul 2009
* Emerging Markets Judgement: The emerging market agenda for international monetary system reform, 10 Jul 2009
* Emerging Markets Judgement: What bad economics has to say about the global recovery, 26 Jun 2009
* Emerging Markets Judgement: Will the BRICs dump the dollar?, 11 Jun 2009
* Emerging Markets Judgement: Chronicle of a collapse foretold, 29 May 2009
* Emerging Markets Judgement: Why decoupling is the new-old investment theme for today’s markets, 14 May 2009
* Emerging Markets Judgement: Role reversal at the IMF meetings, 1 May 2009
* Emerging Markets Judgement: Where are the green shoots of recovery in the BRICs?, 16 Apr 2009
* Emerging Markets Judgement: How China can torpedo Obama's recovery strategy, 26 Mar 2009
* Emerging Markets Judgement: Hurray, the G20 circus is coming to town!, 12 Mar 2009
* Emerging Markets Judgement: The Great Illusion of our times, 27 Feb 2009
* Emerging Markets Judgement: Will the CBIRs lead the recovery?, 12 Feb 2009
* Emerging Markets Judgement: Will China shock the global economy?, 30 Jan 2009
* Emerging Markets Judgement: Our first read on Obamanomics, 15 Jan 2009