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May 14, 2024

China | A reversion of Balance of Payments: from pandemic to post-pandemic era

We summarize China’s Balance of Payments situation in 2023 post-pandemic time and compare it with the pandemic time; we also predict its trend in 2024.

June 28, 2021

Global | Emerging market flows look towards the US

The increase in vaccination rates has enabled a gradual reopening of the economy, which, alongside the loosening of repressed demand and excess saving, means that the global economy is on track for a major recovery accompanied by a rise in inflation, which should, theoretically, only be temporary.

November 4, 2016

Harness Investor Forum: EM's portfolio flows in a low interest rates context in DM

The implications of non-standard measures in emerging markets focus on portfolio flows. EM´s portfolio flows highly dependent on G10 monetary policies (QE and low interest rates) and global risk aversion.