Dhruv Madia

We highlight the biggest movers in our Index over the past month, by sector, region and stock. Risers: Real Estate (risk), West Asia (growth). Fallers: Metals (momentum), China ADRs (valuation). Risers: Mexico’s Bimbo (profitability), Saudi SABB (mom...

The Index ranks the 1,000 most investable emerging market firms across 6 core dimensions via 36 objective criteria. West Asia (high growth) trumps China ADRs (low profitability). Metals (high momentum) beats Real Estate (poor momentum). Top-ranked: I...

The Index ranks the 1,000 most investable emerging market firms across 6 core dimensions via 36 objective criteria. West Asia (high growth) trumps China ADRs (low profitability). Metals (high momentum) beats Real Estate (poor momentum). Top-ranked: I...

We shine a light on the EM Energy sector, where companies such as Aramco are generating record profits. Analysing 36 metrics, we benchmark leading EM energy firms against their developed market peers. Top scorers: Saudi Aramco, Brazil’s Petrobras. We...

Emerging markets banks have underperformed in recent days but investors are not yet discriminating for duration risk. We highlight the EM banks whose capital is most exposed to any downward revaluation of their investment portfolios. Chilean and Braz...

SVB shares fell 60% yesterday; its profitability took a hit after deposit withdrawals forced it to sell bonds at a loss. We highlight the emerging market banks most exposed to a similar scenario in the event of unexpected deposit withdrawals. LatAm b...