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?
Emerging Market Meltdown
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The Great Emerging-Market Bubble
The Great Emerging-Market Bubble
Aug 17, 2015 Bill Emmott identifies weak political institutions as the main culprit behind economic stagnation.
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Oil’s New Normal
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.
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Back to Fundamentals in Emerging Markets
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.
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The Future for Emerging Markets
The Future for Emerging Markets
Jun 30, 2015 Laura Tyson explains why investors should look past recent poor performance in emerging market economies.
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Emerging Markets After the Fed Hikes Rates
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.
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Will Fed Tightening Choke Emerging Markets?
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
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Is America the Next Soviet Union? Is America the Next Soviet Union?
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The Techno-Realist Manifesto The Techno-Realist Manifesto
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Elon Musk’s $2 Trillion Fiscal Fantasy Elon Musk’s $2 Trillion Fiscal Fantasy
Nov 21, 2024 Jeffrey Frankel
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Has Angela Merkel No Shame? Has Angela Merkel No Shame?
Nov 28, 2024 Sławomir Sierakowski