Emerging Market Asymmetry
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The Uncontested Candidate
Jakarta named its only nominee for calm. The rupiah gave the rally back within days.
Aug 22
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Emerging Market Asymmetry
The Uncontested Candidate
Jakarta named its only nominee for calm. The rupiah gave the rally back within days.
Aug 22
•
Emerging Market Asymmetry
The Seven-Day Regime
Tokyo confirmed a standing defense. The yen erased half its gain in seven days.
Aug 17
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Emerging Market Asymmetry
The Return Address
Washington wrote Japan's currency defense. India's diaspora wrote its own, and sent $40bn.
Aug 9
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Emerging Market Asymmetry
The Unsurprising Reversal
Merrill said the dollar remains king. It fell more than 1% by Friday.
Aug 5
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Emerging Market Asymmetry
The Borrowed Defense
The New York Fed defended Japan's yen. Tokyo's own bank only signaled.
Aug 3
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Emerging Market Asymmetry
July 2026
The Prepaid Barrel
The Fund's map runs on $66 oil through 2030. The frontier is buying at $100.
Jul 26
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Emerging Market Asymmetry
The Reserve Toll
The market priced a temporary oil spike. India's reserves already paid $54bn.
Jul 20
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Emerging Market Asymmetry
The Preferred Destination
Foreign capital hit a $35 trillion record inside America. The frontier funds on what's left.
Jul 15
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Emerging Market Asymmetry
The Homeward Tide
Tokyo's yields hit a 30-year high. The frontier's funder is going home.
Jul 12
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Emerging Market Asymmetry
The Competing Claim
The Street stayed overweight emerging markets. The frontier paid 7.5% to fund.
Jul 8
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Emerging Market Asymmetry
1
The Unpriced Discontinuity
The yen hit a 40-year low. The market is not pricing the jump.
Jul 5
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Emerging Market Asymmetry
1
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