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
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
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
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
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
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
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
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
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
