Celebrating my 10th year teaching emerging markets #finance at #Harvard. Couldn't do it without the help of the great Luis Echeverri. #highereducation

For those that speak French (or use Google translate!) my thoughts on #Croatia joining the Euro. #investing #emergingmarkets citywire.com/fr/news/la-cro…

Technical analysis very important to emerging markets, particularly in the short run. Excellent chart from Bank of America showing how positioning in EM #stocks has shifted in the last several weeks which has fueled the EM equity rally

Fascinating chart created on Alphacast. Human Capital is highly correlated with GDP over long periods. Note key emerging markets and how some have caught up and, in some cases, surpassed the #unitedstates and #japan.

How many more rate hikes will we see from the Fed? Oxford Economics notes that Conference Board's Leading Economic Indicators fell 1.0% in December, following a 1.1% drop in November, and a 1% down in October. Ten consecutive months of decline! #inflation #interestrates

After historic outflows in #emergingmarkets debt in 2022, major sentiment change and reversal in first weeks of 2023. Courtesy of Credit Suisse. #investments #bonds

State Street 'loving all things EM,' encouraged by investor flows and relative value. Is 2023 the long awaited rally #emergingmarkets have been waiting for? Maybe with #China reopening and growing faster than expected, it could be. Thoughts?" #investments #FX

Morgan Stanley still bullish on emerging markets #gdp growth in 2023 while projecting slowdowns in developed markets. #china #india #korea

Macrobond charting major 2023 flows in #Asia #stocks, with #China already netting $14 billion.

Many of my students are surprised how expensive office rents are in emerging markets, particularly in #China and #India - often higher than all but the most expensive zip codes in the US, Europe, and #Japan. Courtesy of JLL. #realestate

China #economy rebounding quickly with relaxation of #Covid lockdown policy. Courtesy of Alpine Macro.

#ChatGPT is just the beginning of an #AI revolution. My latest article for #Newsweek. #tech newsweek.com/artificial-int…

#ChatGPT is just the beginning of an #AI revolution. My latest article for #Newsweek. #tech lnkd.in/eaGuAMjC

For the last 50+ years #inflation has always been higher in emerging markets than in the #US, #Europe and other developed regions. Not any more.

Which countries are still importing #energy from #Russia since the invasion of #Ukraine? A surprising mix. visualcapitalist.com/wp-content/upl…

With volatile #interestrates, friends at Alphacast.io have developed this useful tracker for worldwide comparisons. #FX #investments #emergingmarkets

I've travelled to some remote places in emerging markets, but the West #Texas area near the border of Mexico is pretty barren. The nearest town near this #PradaMarfa art installation is Valentine, with a population of 73 - less than the speed limit of 75mph! #roadtrip #Marfa

Are financial conditions tightening? History show's that lending standards tend to rise with Fed discount window use - which has picked up since the SVB stress began. #investments #interestrates #economics

For those of us who think #communism has been long dead, read this interview between #Stanford scholar Stephen Kotkin and Jordan Schneider of Rhodium Group. Fascinating discussion on #China and the mindset of its leadership. chinatalk.media/p/kotkin-on-ch…

Kareem Abdul Jabbar was my hero growing up and he even more inspirational since he retired. His latest great feat. bit.ly/3FCIZGU