Public insights
Published EMAlpha articles on the market themes and questions worth following.
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
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
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
EM Quickbyte: Colombian TES BondsSynopsis: Foreign companies held only 18% of the US$135 billion in TES bonds in circulation at the end of the year, a significant decrease from their previous position
Mexico ElectionSynopsis: Election Overview and Political Climate: Mexico’s largest-ever election on June 2 includes presidential, legislative, and local positions. Claudia Sheinbaum of AMLO’s Morena P
South Africa ElectionSynopsis: South Africa’s May 29 election features a record 31 parties, with nearly 28 million registered voters and 15,000 candidates wying for 887 seats. The ruling ANC is expect
India Election UpdateSynopsis: Foreign Institutional Investors: Foreign portfolio investors have been selling Indian stocks and bonds, with April seeing outflows as elections started, contributing to
