Emerging Markets
13 Threads
A common misconception about China’s economy is that weak retail sales reflect weak household consumption. In fact, HH consumption accounted for >60% of GDP growth last year, a 30-...
It’s been widely reported that Mexico overtook China as the top exporter to the US in 2023. But there’s a problem with these stories. They rely on US import data, and US imports fr...
Pretty wild to see the largest adoption of generative AI coming from emerging countries like the Philippines > adjusted for population sizes See the interest by modality: - text...
💊 🧵Insights from Laurus Labs Annual Report 2023 💊 #LaurusLabs https://t.co/Bfgaf3gMsQ
Why does consumption account for such a small share of China’s GDP? This is a big question, and there’s a lot of misleading information out there. But a cross-country comparison of...
Why have two official estimates of China’s trade surplus diverged by $270bn over the past year? It’s not data manipulation. Turns out, it’s another case of multinationals exploitin...
How China is reshaping global value chains in 3 charts. First, a decent chunk of the decline in its imports this year is due to a decline in the processing trade. Final assembly of...
5 things that happened this week (Egypt special): Egypt has the worst-performing currency in emerging markets The pound has lost nearly half of its value against the dollar over...
Asset allocators are the most underweight in more than 15 years. https://t.co/RbEJlKYCIB
1/ @kittysquiddy thread on Indonesia for the group, should be something on everyone's radar. To start, it's usually not top of mind when people think "emerging markets", but in a y...
Germany, Japan and Korea are all in trade deficit, but China’s surplus is on track to surpass $1tn this year. That shows just how weak domestic demand is. But if China’s trade surp...
#Didyouknow Redington is a leading distributor of technology & communication products and provider of services and solutions across various emerging markets? https://t.co/amqWYRnNk...
Decision-making boardrooms often think about strategy in the following sequence: what, how, who 1) What will we do (strategic bets)? 2) How will we do it (operating model)? 3) Who...
