Public insights
Published EMAlpha articles on the market themes and questions worth following.
Enterprise agentic systems rarely improve monotonically as more agents, tools, and reasoning stages are added. In this white paper, we present a comparative study of agentic architectures of varying c
The global equity landscape in May 2026 was defined by a stark divergence between the AI-fuelled euphoria in East Asia and the cautious retreat in other emerging hubs. While the AI and semiconductor s
Bloomberg and Reuters this morning both cited South Korean local media coverage as the trigger behind today’s sharp KOSPI sell-off. But EMAlpha’s MacroMonitor AI Agent had been tracking this narrative
Why Translation Is Not Enough for World-Representative AI A Short Note on Multilingual Representation Gaps in AI Training Data It has become almost routine to describe the next generation of AI models
The recent escalation of geopolitical tensions in the Middle East, coupled with persistent inflationary pressures evidenced by the higher-than-expected US April CPI, has ignited a fresh wave of global
May 6, 2026 The geopolitical currents in the East Asian theater have become increasingly turbulent this year, with the Taiwan Strait emerging as a focal point of escalating tensions between China and
Commodity Resilience in the Shadow of the Iran Conflict: A Local Lens Analysis The Iran-US conflict has once again underscored that in global markets, local sentiment is the ultimate leading indicator
The EM flavor of the month was elections, but not in the old-fashioned sense of polling drama detached from asset prices. Across Hungary, Peru, and Colombia, EMAlpha’s election and macro dashboards su
As the Iran war drags on into its third week, the initial “shock and awe” of the February 28 strikes has transitioned into a grinding regional stalemate with profound global consequences. EMAlpha’s Mu
