★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary Policy Emerging Market Prospects Pulverized by Dollar’s Rise, China Could Make or Break a Potential Comeback Unrelenting Dollar strength throughout the year has whittled away at broadly positive expectations for emerging markets in 2022. With the…McAlinden Research PartnersMay 10, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeFinancePolitics & Policy Russian Default Remains Insignificant for Global Economy, Could Raise Risks for Emerging Markets Unable to access the majority of its foreign exchange reserves and locked out of global financial infrastructure, Russia's central bank appears…McAlinden Research PartnersMarch 15, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Log Another Year of Slack, But Expectations for a 2022 Rebound are Stirring Emerging markets equities largely underperformed major indices in 2021, a continuation of longer-term weakness. However, expectations for a reversal of…McAlinden Research PartnersJanuary 5, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade EM Healthcare Sector Hit By Unprecedented Demand Emerging market healthcare stocks were on fire earlier in the year. While they have taken a breather recently, MRP believes…McAlinden Research PartnersSeptember 17, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina’s Spectacular Equity Rally Boldly Defies Economic Fundamentals There appears to be a disconnect between Argentina’s economic reality and its equity market. The spectacular 50% rally of the…McAlinden Research PartnersAugust 3, 2020
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareEconomics & Trade MRP Initiates a Long Emerging Markets Healthcare Theme The rate at which new coronavirus infections are surging across Latin America, South Asia, and Africa suggests that emerging markets…McAlinden Research PartnersJuly 20, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary Policy 2020’s Emerging Market Opportunity The weakening US Dollar will be a boon for Emerging Markets in 2020, a sector which has long underperformed the…McAlinden Research PartnersJanuary 31, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & Policy It’s Back to Rally-Mode for Taiwanese Equities Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…McAlinden Research PartnersJanuary 13, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeMarkets Long Emerging Market Equities as a New MRP Theme? A confluence of factors has us thinking that the US dollar could weaken this year. That is, of course, if…McAlinden Research PartnersJanuary 6, 2020