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EM Portfolio and Market Review (Q4 2025 Webcast)
Here's the quarterly review of our own PA EM portfolio holdings across asset classes, as well as our thoughts on current market conditions and outlook.
EM Portfolio and Market Review (Q4 2025 PDF)
Corporate Chartbook
Our semi-annual guide to EM listed corporate trends by charts and data.
EM Corporate Charbook (2022 Edition)How To Think About Emerging Markets (2024 Edition)
An opinionated guide to emerging markets
What is an Emerging Market? (How to Think About Emerging Markets 2024 Edition, Part 1)What's Wrong with EM? (How to Think About Emerging Markets 2024 Edition, Part 2)
Who Makes It, Who Doesn't (How to Think About Emerging Markets 2024 Edition, Part 3)
Is Globalization Over? (How to Think About Emerging Markets 2024 Edition, Part 4)
Four Big Growth Fallacies (How to Think About Emerging Markets 2024 Edition, Part 5)
An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2024 Edition, Part 6)
Life After China (How to Think About Emerging Markets 2024 Edition, Part 7)
Macro and EM Equities (How to Think About Emerging Markets 2024 Edition, Part 8)
Macro and EM Debt (How to Think About Emerging Markets 2024 Edition, Part 9)
Macro and EM Currencies (How to Think About Emerging Markets 2024 Edition, Part 10)
How To Think About China (2025 Edition)
... and an opinionated guide to China
Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)Debt, Banks and the Budget (How to Think About China 2025 Edition, Part 5)
The Future of the Renminbi and the Closing of China (How to Think About China 2025 Edition, Part 6)
The Aging Crisis (How to Think About China 2025 Edition, Part 7)
How to Follow Macro Policy (How to Think About China 2025 Edition, Part 8)
Why Haven't I Made Money? (How to Think About China 2025 Edition, Part 9)