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Curated by Project Syndicate

Emerging Market Meltdown

14 commentaries

Fears over China's economic slowdown, together with a looming increase in US interest rates and growing political instability, have sent investors scurrying out of emerging markets. Is this merely a momentary reversal, or have emerging markets become a bad long-term bet?

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  1. The Great Emerging-Market Bubble
    India flood house submerged Prabhat Kumar Verma/ZumaPress

    The Great Emerging-Market Bubble

    Aug 17, 2015 Bill Emmott identifies weak political institutions as the main culprit behind economic stagnation.

  2. Oil’s New Normal
    Shale crude oil pipeline Paul Edmondson/ZumaPress

    Oil’s New Normal

    Aug 14, 2015 Mohamed A. El-Erian takes stock of an energy market that must adjust to a new swing producer.

  3. Back to Fundamentals in Emerging Markets
    India children slum school Ritesh Shukla/ZumaPress

    Back to Fundamentals in Emerging Markets

    Aug 13, 2015 Dani Rodrik advises investors to distinguish among economies that, for 15 years, were wrongly lumped together.

  4. The Future for Emerging Markets
    bright future Alex Abian/Flickr

    The Future for Emerging Markets

    Jun 30, 2015 Laura Tyson explains why investors should look past recent poor performance in emerging market economies.

  5. Emerging Markets After the Fed Hikes Rates
    Fed chair Janet Yellen Yin Bogu/ZumaPress

    Emerging Markets After the Fed Hikes Rates

    Jun 29, 2015 Nouriel Roubini believes that most countries are resilient enough to withstand US monetary-policy tightening.

  6. Will Fed Tightening Choke Emerging Markets?
    Dollar currency bundle Xinhua/ZumaPress

    Will Fed Tightening Choke Emerging Markets?

    Mar 23, 2015 Jeffrey Frankel shows which countries are most vulnerable to capital-flow reversal when US interest rates rise.

Our Pick

Featured

  1. Rodrik_Say-More_Rawf8-via-GettyRF
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    Kishore Mahbubani on the US-China rivalry, Asian security risks, and more

    Kishore Mahbubani offers advice to Western diplomats attempting to engage with Asia, identifies risks to the region’s stability, highlights Singapore’s lessons for developing-country leaders, and more.
  2. new delhi smog SAJJAD HUSSAIN/AFP/Getty Images
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    Tracking Air Quality the Right Way

    Soumya Swaminathan & Christa Hasenkopf call for an authoritative global accounting of the world’s single greatest external risk to human health.
  3. buchholz19_Tayfun CoskunAnadolu Agency via Getty Images_aukus Tayfun Coskun/Anadolu Agency via Getty Images
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    Countries That March Together Should Trade Together

    Todd G. Buchholz urges the next US president to distinguish good from bad actors, rather than raise tariffs haphazardly.
  4. op_roubini1_GettyImages_USChinamoneysewedtogether Getty Images
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    Resetting US-China Economic Relations

    Barry Eichengreen

    The implications of the deepening Sino-American rift are far-reaching, because several of the world’s most pressing economic problems can be solved only with contributions from both countries. And, to address global challenges, active cooperation between the two economic powers is indispensable.

     hopes that political will on both sides catches up with the opporunities for cooperation that now exist.
  5. gros189_Sean GallupGetty Images_germanypowerlines Sean Gallup/Getty Images
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    The Improving Economics and Worsening Geopolitics of Clean Energy

    Daniel Gros warns that political obstacles are preventing the widespread uptake of low-cost green technologies.
  6. rajan94_Arvind YadavHindustan Times via Getty Images_indiasemiconductor Arvind Yadav/Hindustan Times via Getty Images
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    Industrial Policy’s Deceptive New Clothes

    Raghuram G. Rajan

    If the new "industrial strategy" is offering ideas for better public governance, it is useful. But it becomes positively dangerous when it turns to the private sector, where state interventions inevitably undermine competition, disrupt price signals, and dampen the motivation to innovate.

     sees little reason to support the case for renewed government interventions in the private sector.
  7. frankel128_ plus49Construction PhotographyAvalonGetty Images_emissions plus49Construction PhotographyAvalonGetty Images
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    A New Trilemma Haunts the World Economy

    Dani Rodrik weighs the trade-offs between combating climate change, global poverty, and rich countries’ middle-class decline.
  8. hamada66_ Mario TamaGetty Images Mario Tama/Getty Images)
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    The Choice Confronting American Voters

    Koichi Hamada warns that electing a president who refuses to accept defeat could jeopardize not only US democracy.
  9. bremmer32GettyImages-1233025699_AW Getty Images
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    Climate Security and Geopolitics

    Ian Bremmer

    Although multilateral efforts to address climate change are not well served by deepening geopolitical rivalries or the apparent trend toward global economic fragmentation, that doesn’t mean governments have abandoned the pursuit of net-zero emissions. Instead, the process has become more competitive – and more complex.

     considers the international political dynamics of current energy, trade, and environmental policies.

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