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LatAm often displays a degree of exceptionalism compared to peers in EM.This is because of its proximity to the US, which means: 1) corporate management are historically more accessible to the largest concentration of foreign institutional investors;...

Have I wasted the last 15 years of my career?In 2006 I was an analyst on global technology equities. Then I shifted to emerging markets. In compiling this overview of global emerging market equities, it feels as if I am back to covering Technology. B...

By Alejandro Werner Español Latin America and the Caribbean have become the new COVID-19 global epicenter. The human cost has been tragic, with over 100,000 lives lost. The economic toll has also been steep. The World Economic Outlook Update now...

How long the oil war lasts, following the breakdown of Saudi and Russia cooperation on oil output via OPEC+, depends, like most wars, on: (1) how much pain each side can absorb; and (2) what the goal is for each side. Both sides have enough fina...

Fed points to performing economy to back its wait and see approach, despite coronavirus outbreak.Higher market volatility during last week had its origin in the coronavirus effect vs. US economy´s positive outlook. While the coronavirus outbrea...