Monthly Insights

From China’s economic challenges to the future of Asian exports, discover how Indonesia and India are changing the game in East Asian economies.

Deflationary challenges arising in China, its rarity in emerging markets, and the influence of political decisions on shaping the economic landscape.

Emerging markets surge, tech sector booms with EV and AI stocks, and contrasting performance and quality concerns come to light.

Explore the correlation between currency dynamics, equity market moves, and economic factors to help capitalize on emerging market opportunities.

Decisive monetary policy has brought inflation under control in Mexico and Brazil, helping to lift the value of their currencies and support growth.

As the dust settles after pivotal elections, what has kept us cautious, and what are the prospects for political change.

Demand for semiconductors is an indicator of the health of the global economy. Right now, things are looking weak as ever.

Chinese oil demand has largely been correlated with GDP growth, but the nature of that relationship is changing.

An assessment of Emerging Markets reveals uneven performance and identifies opportunities in domestic-driven economies.

The collapse of Silicon Valley Bank & Signature Bank is a ‘first world problem’ with limited EM exposure. No JOEMX portfolio companies have been identified as having exposure.