Briefings
View newsletters:
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
