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Emerging Markets

Malaysia: Another Economy Rising in Real Time

Malaysia is another country where people are beginning to see economic growth taking place around them rather than hearing politicians tell them that prosperity...

Argentina: Can Milei Wake a Dead Economy?

Argentina is perhaps the most fascinating economic experiment taking place anywhere in the Western Hemisphere. This was once among the wealthiest nations in the...

Vietnam: Another Economy Rising in Real Time

I wrote only a few months ago that the Vietnamese were feeling their economy grow in real time. Now the numbers are becoming even stronger. Vietnam’s economy...

Brazil’s Rare Earths and the Coming Resource War

The West suddenly discovered that Brazil is sitting on one of the most strategic mineral reserves in the world. The Associated Press reports that Brazil has the...

Vietnamese are Feeling the Economy Grow in Real-Time

Vietnam is undergoing one of the fastest economic transformations in the world right now, and unlike much of the West, ordinary people can actually feel the...

Sri Lanka – First Emerging Market to Default

Sri Lanka has defaulted on its debts for the first time in its history. It has faced an economic and political crisis triggered by global shock waves from the...

Emerging Markets & Political Crisis Ahead

China has asked the Fed to please not raise rates. This has confused many to wonder when China would be asking the Fed not to raise rates. The real reason is the...

Sovereign Defaults Unfolding

In the Gulf, states are facing bankruptcy. Oman can hardly even pay his electricity bill. The IMF has been now lobbying to defer emerging-market debt for one year....

PRIVATE BLOG – Emerging Market Chaos

PRIVATE BLOG: Emerging Market Chaos Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please...

The Financial Panic of 2019?

The distortion in the yield curve is building with tremendous force. There are vast bids for US 90-day T-Bills from around the world and no offers. The shortage in...