emerging markets
Investing in Russia: The Ultimate Moral Hazard in Modern Finance
Beyond the headlines, investing in Russia presents a profound moral hazard. This analysis explores the deep financial and ethical risks involved.
Indonesia’s $20 Billion Gamble: Forests for Food and the New Fault Line in ESG Investing
Indonesia’s plan to clear 3mn hectares of forest for food security creates a major conflict for ESG investors and the global economy.
The Great Indian Money Churn: Why Record Investments Are Both Entering and Exiting the Nation
India sees record investment inflows, but outflows are also at an all-time high. We dissect this paradox and what it means for the nation’s economy.
Chile at a Crossroads: How a Polarizing Election Will Shape Its Economy and Your Investments
Chile faces a stark choice between a far-right and a leftist leader, an election that will redefine its economy and impact global finance and investing.
Venezuela’s High-Stakes Election: A Political Gambit with Global Economic Consequences
Venezuelan opposition leader María Corina Machado’s risky political gambit against Maduro holds immense consequences for the global economy and investors.
The Venezuelan Quagmire: How a Failed Sanctions Policy Impacts the Global Economy
The US “maximum pressure” policy on Venezuela failed, creating a quagmire with deep impacts on the global economy, energy markets, and investment risk.
Political Risk on Trial: What the Arrest of a Bolivian Ex-President Means for Global Investors
The arrest of a former Bolivian president signals deep political instability, creating significant risks and opportunities for global investors and the economy.
Geopolitical Tremors: Analyzing the Economic Fallout of the Thailand-Cambodia Border Clash
A border clash between Thailand and Cambodia sends ripples through global markets. Explore the deep economic and investment implications of this conflict.
Robinhood’s New Frontier: Why the Fintech Giant is Betting Big on Indonesia
Robinhood bets big on Southeast Asia, acquiring two local firms to enter Indonesia’s fast-growing market. A deep dive into the strategy, risks, and rewards.
Robinhood’s Indonesian Gambit: A High-Stakes Play for Southeast Asia’s Fintech Crown
Robinhood enters Indonesia by acquiring a local brokerage, a strategic move to capture a share of the nation’s 19 million retail investors.
The Rupee’s Plunge: Decoding India’s Economic Crossroads and Adani’s Sky-High Ambitions
The Indian rupee has become Asia’s worst-performing currency. We explore the global and domestic reasons why and analyze Adani’s ambitious aviation plans.
Honduras at a Crossroads: Political Turmoil, Economic Stakes, and What It Means for Global Investors
A chaotic election in Honduras, complicated by US foreign policy, puts the nation’s economy at a crossroads, with major implications for investors.