Skip to content

The Emerging Markets Investor

Jean van de Walle's blog on exploring opportunities in a fast-changing world.

  • About

Emerging Markets Strategy Interview

Share this:

  • Share on X (Opens in new window) X
  • Share on Facebook (Opens in new window) Facebook

Related

Author jvandePosted on May 18, 2020Categories Uncategorized

Post navigation

Previous Previous post: Jorge Paulo Lemann’s Mea Culpa
Next Next post: Brazil: Deindustrialization, Japanification and Beyond

Recent Comments

  • Anonymous on The Transactional Turn: American Exceptionalism and the Rise of Mercantilist Imperialism
  • Anonymous on The Transactional Turn: American Exceptionalism and the Rise of Mercantilist Imperialism
  • 축구중계 on Recovering America’s Control Over Naval Logistics: The Case of ZPMC
  • roofing Tampa on A New Cycle for International Markets
  • Gary Kreps on A New Cycle for International Markets

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Recent Posts

  • Global Industrial Policy and the Rise of the New Consensus
  • Paul Kennedy’s The Rise and Fall of Great Powers; 40 Years Later
  • The U.S. dollar: From Public Good to Private Weapon
  • The Transactional Turn: American Exceptionalism and the Rise of Mercantilist Imperialism
  • Year-end 2025: Emerging Markets Expected Returns
  • Damn the Torpedoes: Full Speed Ahead for Emerging Markets
  • 2Q2025 Emerging Markets Expected Returns
  • Recovering America’s Control Over Naval Logistics: The Case of ZPMC
  • The End of the Global Debt Cycle and the Return of Financial Repression
  • A New Cycle for International Markets
  • Expected Returns in Emerging Markets Q1 2025
  • The Big Mac Index and the Coming Currency Realignment
  • America First and Currency Wars
  • Quo Vadis, Brazil? Opportunities and Challenges in The New World Order
  • China’s Infrastructure Dead-End
  • 4Q 2024 Expected Returns for Emerging Markets
  • 3Q2024, Expected Returns for Emerging Markets
  • Emerging Market Miracles are Few and Fleeting
  • Income Inequality in Emerging Markets, Market Size and Consumption
  • 2Q 2024 Expected Returns For Emerging Markets
  • The Past, the Present and the Future of the Fiat Dollar
  • Economic convergence’s Spotty Record
  • Big Macs, Mercantilism and the Commodity Curse
  • 4Q 2023, Expected Returns in Emerging Markets
  • Lula’s Speech in Salvador

Archives

  • March 2026
  • February 2026
  • January 2026
  • July 2025
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • October 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017

Categories

  • Brazil
  • business cycles
  • CAPE
  • China
  • Commodities
  • Currencies
  • Debt
  • Development
  • Global Emerging Markets
  • India
  • Investing
  • Latin America
  • Reserve Currencies
  • Russia
  • Technology
  • Uncategorized
  • Venezuela

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Follow me on Twitter

My Tweets
  • About
The Emerging Markets Investor Proudly powered by WordPress