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Has the Alibaba Train Left the Station?

Has the Alibaba Train Left the Station?

by Afshin Molavi | Sep 2, 2020 | China Economy, China Equities, Emerging Market Multinationals, Emerging Markets, NewPost, Original Articles

Is it time to buy Alibaba? That’s the question posed by the popular investment newsletter, the Motley Fool, published in Yahoo Finance. The author of the piece, Anders Bylund, notes that the NYSE-listed Chinese e-commerce giant “is on a roll” and...
The Top Ten Largest Chinese Companies

The Top Ten Largest Chinese Companies

by Afshin Molavi | Sep 1, 2020 | China Economy, Emerging Market Multinationals, Emerging Markets, Globalization, NewPost, Original Articles

The Fortune magazine Global 500 annual list of the world’s largest companies by revenue has always been a high-profile, headline-grabbing snapshot of global business. This year, however, it’s also a snapshot of our emerging geo-economic order. For the...
Troubles Mount for Sudan Amid Covid-19 Challenge

Troubles Mount for Sudan Amid Covid-19 Challenge

by Afshin Molavi | Apr 24, 2020 | Africa Business, Coronavirus/Covid-19, East Africa, NewPost, North Africa Commerce/Economy, Original Articles

Two recent articles on Sudan, one in the New York Times and the other in Asharq Al-Awsat, highlight the immense challenges faced by the East African country over the next year amid the Covid-19 pandemic. According to the IMF, Sudan faces a 7.2% economic contraction...
Charlie Lay: Demand Shocks and the Death of the Bull Market

Charlie Lay: Demand Shocks and the Death of the Bull Market

by Afshin Molavi | Apr 7, 2020 | China Economy, Globalization, Interviews, NewPost, Original Articles

I recently met Charlie Lay in November of 2019 at the CommerzBank Emerging Markets Macro Conference held in Dubai. Charlie is a Singapore-based senior economist and FX strategist at CommerzBank, one of Germany’s largest banks and its biggest player in trade...
Korean Air Pilots Go on Unpaid Leave to Save Airline

Korean Air Pilots Go on Unpaid Leave to Save Airline

by Afshin Molavi | Apr 1, 2020 | Aviation, NewPost, Original Articles, South Korea

Global airlines continue to stare down the abyss as the novel coronavirus pandemic has crushed bottom lines amid a historic slowdown in air travel. Airlines across the world are clamoring for government support. Korean Airlines is trying a different tactic, opting to...
Robin Mills on Oil Prices, “Demand Destruction” and Iraq, Oman, and Iran Pain

Robin Mills on Oil Prices, “Demand Destruction” and Iraq, Oman, and Iran Pain

by Afshin Molavi | Mar 31, 2020 | Interviews, Iran Economy, NewPost, Oil and Gas, Original Articles, Saudi Arabia Economy

I’ve known Robin Mills for more than a decade and he is always one of my favorite people to see on my Dubai visits. In one sitting, Robin will take you on a tour d’horizon of the Middle East energy landscape. It’s not surprising to me that Foreign...
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Blog Roll

China-Africa Research Initiative (SAIS)

The China-Africa Project

SupChina

The Sinica Podcast

Barron’s Emerging Markets

PIMCO Blog – Emerging Markets

Bloomberg New Economy Forum Blog

HSBC News and Insights

beyondbrics – FT

Sinology by Andy Rothman, Matthews Asia

The Franklin Templeton Emerging Markets Blog

The World Bank Trade Blog

The PIIE China Economics Watch

Carnegie China Financial Markets – Michael Pettis

Marginal Revolution – Tyler Cowen and Alex Tabarrok

The Frontier Strategy Emerging Markets Blog

The IMF Blog

Wisdom Tree Emerging Markets Blog

Standard Chartered Insights

World Economic Forum – The Agenda

The Times of India Economy Blog

Quartz India

The Emerging Markets Investor Blog

Global Edge (Michigan State U. Business Blog)

The Signal (Eurasia Group blog)

The Caravan (Hoover Institution blog)

The China File (Asia Society)

Tea Leaf Nation (Foreign Policy blog on modern China)

China Power (The Diplomat)

Nikkei Asian Review’s Viewpoints

Asia Dialogue (University of Nottingham)

AB Context Emerging Markets

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