Reletter
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Emerging World

Afshin Molavi

Emerging Markets. Geopolitics. Global Trends.

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Substack
PricingOnly free issuesPublishesWeekly
Issues558Founded5 years agoLast Issue3 months ago
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Latest Issues

Emerging Markets Monitor - February 13

Emerging Markets Soar Again

Investors Business Daily

“It’s been a long time since risky emerging markets stocks paid off for investors. But they’re taking off in a big way again now.”

“Shares of the 10 largest emerging markets ETFs, incl...

3 months ago
1

Emerging Markets Monitor - February 10

Key Stories Shaping Emerging Markets - February 10 (Asia Time Zone Edition)

Foreign Investors Pile Back into Thailand Stocks After Conservative Election Win

The Economist and Bloomberg

“For the first time this century, Thailand’s conserv...

4 months ago
1

Copper, Gold, Emerging Markets and "Going Long" the Iranian People

Every Substack newsletter is indebted to two things: its readers (thank you!) and, well, the internet, of course. And the internet itself is indebted to copper, the unglamorous metal that still carries the bulk of the world’s connectivity....

4 months ago
6

The Coming U.S-China War?

Over the years, I’ve had the good fortune to meet people who make me think differently about everything: markets, societies, culture, technology, geopolitics, and the human stories that connect them all. Their insights often linger long aft...

7 months ago
4

The New Map of Global Trade

Years ago, I first heard a London banker sum up the future of global growth with a catchy phrase: “Shanghai, Mumbai, Dubai or Goodbye.” The message was clear: the world’s dynamism was shifting to new hubs, and if you weren’t paying attentio...

8 months ago
5
3

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  • Afshin Molavi

    Geopolitical risk analyst. Emerging markets chronicler. Former Reuters, World Bank, Oxford Analytica, emerge85. Recovering journalist. Johns Hopkins SAIS fellow

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