Briefings
View newsletters:
September 2024 – The “Rise of the Rest” 2.0
August 2024 – Europe’s Capitalism Problem
June 2024 – The Missing Modi Wave in India
May 2024 – The Secret of American Resilience
March 2024 – Not All Bull Markets Are Created Equal
February 2024 – Why Political Popularity is Less Elusive in EM
December 2023 – China’s Troubles in Historical Perspective
November 2023 – Why Markets are Calm in the Face of War
September 2023 – Why Emerging Markets Now
August 2023 – America is Increasingly Exceptional, in the Wrong Way
June 2023 – Don’t Get Burned in China Again
May 2023 – An EM Revolt Against the Dollar
March 2023 – The Echoes Haunting Big Tech
February 2023 – The Unexpected Case of Thailand
January 2023 – The Top Trends of 2023
December 2022 – The Return of Orthodoxy
November 2022 – Why the Consensus Still Overestimates China
October 2022 – The Pandemic Boosted Digital Technology, Not Productivity
