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EmergingFrontierMarkets.comemerging and frontier markets:the unofficial field guideSite
Owner / Publisher: Sta.
Romana, Leonardo L.
Based in: Manila
Latest Web Links -- Sun, 12 July 2026: Lee: Development in a Time of Disruption, Project Syndicate, June '26 [via Khabarhub / Nepal]: Devt was once understood as a simple matter of applying the models developed economies created. But a country cannot catch up with, let alone overtake, its forerunners merely by imitating them. Instead, latecomers should take advantage of emerging technologies to "leapfrog" those ahead, writes fmr vice chair SKorea Pres Nat'l Econ Advisory Council How merchant states are reshaping global business connectivity, Business Times (S'pore), by L Qassim, 09 Jul '26: For much of the past two decades, global biz strategy was built around efficiency. Supply chains were concentrated to reduce cost, production was optimised across fewer hubs, and scale was the main source of advantage. That model is now under pressure. A different set of priorities is emerging: trust, connectivity and optionality, writes int'l lawyer / fmr senior diplomat at UN in Geneva Mouynes: Learning from the Right Sovereign Wealth Funds, Proj Synd, June '26 [via Korea Times]: What's not to love about a sovereign wealth fund (SWF)? Not many nations can match the decades of hydrocarbon surpluses that form the backbone of the Gulf model. While a few succeeded in building SWFs, many failed. Their experience offers useful lessons for other countries embarking on this path, writes Harvard Inst Politics fellow / fmr Panama's foreign minister Site Notice: Our next post will be after several days. This gap -- the time that our posts become somewhat "viral" and then "decay" -- is suggested by the stats/analytics of visits to our site. Thank you for visiting our site. Posted on Thu, 04 June 2026: Clayton, Maggiori & Schreger: Understanding Geoeconomics in a Volatile World, Finance & Development, Jun/Aug '26: When the US freezes access to financial markets or urges its allies to impose export controls on essential technologies, and China threatens restrictions on rare earths to expand its influence, these are examples of geoeconomics, or the use of financial and trade relationships to achieve geopolitical and economic goals, write finance profs from Yale, Stanford & Columbia Univs UN Expert Group on Beyond GDP Issues Report on Measuring What Matters, Int'l Inst Sustainable Devt, by Bizikova & Adhikari, 13 May 26: Rather than replacing GDP, the high-level expert group's report proposes a dashboard in which GDP continues to measure econ activity while being complemented with a broader set of indicators of well-being, inequality, and sustainability. While the report provides a technical foundation, its evolution and legitimacy will depend on continued engagement by UN member states Saez and Zucman: The Case for California's Billionaire Wealth Tax, NY Times, 26 May 26 [courtesy of the authors]: A large labor union of health care workers and advised by academic experts — including the two of us — got the 2026 Billionaire Tax Act on this Nov’s ballot. The proposed tax would be a one-time levy of 5 percent on billionaire wealth, spread over five years, write economists from Univ California, Berkeley, and Paris School of Economics
Posted on Tue, 28 Apr 2026: Blinder: Worlds Apart - Sound Economics and Good Politics, Finance & Development, Mar/May '26: Politicians use economics the way a drunk uses a lamppost - for support, not illumination. Economists and politicos - by which I mean not only politicians, but the entourage of advisors and message meisters who surround them - have dramatically different time horizons. They even employ different logic, writes fmr Fed Reserve vice-chair Ghiretti: The Return of Economic Statecraft, RAND (blog), Oct '25: Economic statecraft never left, and the 2nd Trump admin revived it. This is the crux: Unlike economic security, statecraft is not about rules. It is about power. Statecraft is unilateral, dismissive of WTO obligations, and ruthless in its asymmetry: The strong wield it and the weak endure it, writes res leader & its Europe China Initiative dir Mark Mobius, Emerging Markets Investing Pioneer, Dies At 89, Bloomberg News, 15 Apr 26 [courtesy Financial Advisor Mag]: Partly based in Singapore, Mobius traveled 250 to 300 days a year in a Gulfstream IV private jet, visiting factories and distributors in remote corners of the globe to identify investment opportunities. He became an evangelist for money-making opportunities in Africa, Asia, Eastern Europe and Latin America Posted on Sat, 21 Feb 2026: Trump Launches New 10 Percent Global Tariff After Supreme Court Ruling, Politico.com, 21 Feb 26: The tariff, issued under a different authority than the one the Supreme Court just struck down, can last for 150 days only and would need Congress to extend it. While the move would allow the pres to temporarily reimpose some level of his tariffs, it won't allow him the kind of flexibility he has wielded before the high court ruling
Trump Administration Slams New York Fed Study That Says US Consumers Bear the Cost of Tariffs, Yahoo Finance, 19 Feb 26: The
Trump admin is disputing a new study from the New York Federal Reserve
that analyzed the tariffs instituted last year and found that 94
percent were borne by the US in the first eight months of '25. Just 6
percent of those costs were absorbed by foreign exporters
Europe Swaps Climate Rhetoric for Energy Security Talk to Defuse MAGA Backlash, Politico.eu, 19 Feb 26: At a tense ministerial gathering of the International Energy Agency, the world's most influential energy body, European ministers avoided overt support for climate initiatives. It was in response to threats from the US, which had earlier warned it would quit IEA if the "climate advocacy" wasn't dropped Posted on Thu, 29 Jan 2026: Who Is Rick Rieder? Trump Interviews BlackRock CIO for Federal Reserve's Top Job, Wire reports, Jan '26 [via Financial Express/ India]: BlackRock's global fixed income chief investment officer emerges as a top contender for Fed chair to replace Powell. He is a senior managing director, who runs the firm's bond and credit investments, an area closely linked to interest rates and monetary policy
Prasad: Forget Trump's Tariffs. The Real Danger Lies in China's Trade Surplus, NY Times, Jan '26 [PDF, courtesy Cornell Univ]: When an economy produces more than it consumes, something has to give. One possibility is that prices fall, which tends to encourage consumers to buy more. But when households anticipate continually dropping prices, they might postpone consumption, The only option left is to send surplus goods abroad, writes Cornell U economist / Brookings senior fellow Top US Trading Partners Pledged to Invest $5 Trillion in America. These Researchers Have Doubts, Associated Press, 27 Jan 26: Trump has strong-armed many of America's biggest trading partners into pledging trillions of dollars of investment in the US. But a study out Tues (27 Jan) from the Peterson Inst for Intl Econ raises doubts about whether the money will actually materialize and questions how it would be spent if it did Hausmann: Trump's Imperialism Without Alibis, Project Syndicate, Jan '26 [via Korea Times]: If the US wants Venezuelans – and the world – to regard its intervention as temporary and legitimate, it must impose clear structural constraints: a credible, time-bound path to elections; transparent, independently audited management of oil revenues; and a firm commitment to human rights, writes Harvard economist / fmr Venezuela planning minister Disclaimer:
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