SPHAERA Global Research
Emerging markets intelligence: equity research, macro analysis, and energy sector insights across Africa, Latin America, and Asia. For investors, developers, and policymakers navigating frontier markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 2 years ago | Last Issue | 23 days ago |
| Active | |||||
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sphaeraglobal.substack.comLatest Issues
MSCI Emerging Markets Report: Takeaways
On June 23, 2026, MSCI released their annual market classification review. This process occurs once each year and is significant in signaling to investors which countries are on the rise or fall in terms of foreign and domestic investment....
Equity Research Report - Atul Auto: A Mispriced Indian Rickshaw Operator
Sphaera Global Research • India Three-Wheelers • June 2026
Indian sell-side largely treated Atul Auto’s FY26 print as a cyclical recovery: Revenue up 14%, net profit nearly doubled, EBITDA margins through 11.5%. The footnote read “nic...
Notes From The CFA Society: "Navigating Sovereign Debt in A Multipolar World"
On Tuesday, I attended the CFA Society of New York “Navigating Sovereign Debt in A Multipolar World” forum covering global debt risks, US exceptionalism, and geopolitical developments impacting Emerging Markets. Several experts from hedge f...
Outlining The Hottest Emerging Market Stock on Wall Street. Why It’s Not Too Late to Buy:
SK Square has tripled in four months. The structural buyers driving the rally are only beginning to show up.
The instinct on a stock that has gone up 191 percent year-to-date is to assume you have missed it. SK Square is up 12x from...
The UAE Has Said It Will Leave OPEC on May 1, 2026 - What It Means for Emerging Markets
The United Arab Emirates announced on April 28 that it would leave OPEC and OPEC+ effective May 1. The first reaction from most desks was about the Strait of Hormuz. That makes sense, Brent is trading around $110, WTI around $100, and the w...
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The writers behind this newsletter.
Emerging markets intelligence: equity research, infrastructure analysis, and macro insights across Emerging Markets. For investors, developers, and policymakers navigating frontier markets.
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