EM Risk Rewards: China in chaos and Nigeria drowns
Synopsis:
China’s debt problems linger and foreign investors continue to shun Chinese investments amid negative news flow
In Nigeria, the sentiment has dropped again as local pundits realize that the economy will take much more to stabilize
EMAlpha’s EM-focused Multilingual AI and Kleiman International’s EM experts dig deep into the “on-the-ground” sentiment
The Covid-19 Induced Global Chip Shortage
When Covid-19 hit the world in early 2020, a pall of gloom hung over the global economy and uncertainty ruled the day. The future was pretty much unchartered and countries and companies around the globe started swinging in the dark. The current chip shortage is the result of the unexpected ways in which the global industries’ demand has played out for the chips.
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