Perspectives

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July 2026 – Q2 Newsletter

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The items in the Archive folder are not recent and are being shown as examples of Breakout Capital’s past communications and may contain information that is stale and/or outdated. While Breakout Capital strives to make the information on its website as timely and accurate as possible, the items below have not and will not be updated since date of publication and Breakout Capital makes no claims, promises, or guarantees about the accuracy, completeness, adequacy or current relevance of the contents contained in this folder.

October 2024 – Q3 Newsletter

September 2024 – The “Rise of the Rest” 2.0

August 2024 – Europe’s Capitalism Problem

July 2024 – Q2 Newsletter

June 2024 – The Missing Modi Wave in India 

May 2024  – The Secret of American Resilience

April 2024 – Q1 Newsletter

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

September 2022 – India at 75