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Coronavirus business update Get 30 days complimentary access to our Coronavirus Business Update newsletter 30 days complimentary

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David Lubin

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  • Monday, 30 March, 2020
    beyondbricsCoronavirus
    Does coronavirus herald capital controls?

    Policymakers in emerging markets may have no choice but to restrict capital movement

  • Friday, 6 March, 2020
    beyondbricsCoronavirus
    China’s post-virus stimulus: no silver bullet

    The world should not expect another bailout by Beijing

  • Thursday, 3 October, 2019
    Emerging markets
    ‘Systematic error’ driving overblown EM growth forecasts Premium

    Trend growth has slowed sharply, catching out forecasters, Citi says

  • Wednesday, 28 August, 2019
    beyondbricsRenminbi
    A renminbi ‘weapon’ that is liable to backfire

    There are four good reasons for Beijing to think before shooting

  • Tuesday, 16 April, 2019
    beyondbricsEmerging markets
    China’s stimulus: not like it used to be

    Flip-flopping between growth and debt targets weakens positive feedback loop

  • Friday, 19 October, 2018
    beyondbricsBelt and Road Initiative
    China’s BRI at 5: ‘one-to-many’ or ‘many-to-many’?

    Dollar constraint may lead to more multilateral approach in Beijing’s initiative

  • Saturday, 14 July, 2018
    AnalysisEM Squared
    Two-decade slide in EM inflation comes to an end Premium

    Currency sell-off expected to accelerate pick-up in inflation

  • Tuesday, 24 April, 2018
    AnalysisEM Squared
    Emerging market trade surplus falls to 20-year low Premium

    Global trade patterns start to normalise with China potentially heading for deficit

  • Monday, 29 January, 2018
    AnalysisTrading Post
    Beware emerging markets’ rising public debt levels

    Investors in search of yield warned of fiscal challenges ahead

  • Promoted Content
  • Sunday, 22 January, 2017
    EM SquaredSteve Johnson
    China’s reliance on exports poised to fall below that of India Premium

    2017 could see first reversal since China opened its economy in 1979

  • Thursday, 9 June, 2016
    EM SquaredSteve Johnson
    Emerging markets poised for ‘rebound’ Premium

    Balance of payments surpluses and improving credit conditions to bolster growth, says GAM

  • Tuesday, 29 March, 2016
    EM SquaredSteve Johnson
    EM portfolio flows hit 21-month high Premium

    Foreign investors pour $37bn into the sector in March, but sentiment remains precarious

  • Thursday, 18 February, 2016
    EM SquaredSteve Johnson
    Rising tide of protectionism imperils global trade Premium

    ‘Worrying’ trend threatens to reverse globalisation, with India, Russia, US the leading culprits

  • Friday, 5 February, 2016
    FT AlphavilleIzabella Kaminska
    Petrodollars as the new vendor-financing feedback loop of hell
  • Monday, 25 January, 2016
    FT AlphavilleKadhim Shubber
    Falling oil prices: good for producers, bad for importers?
  • Monday, 30 November, 2015
    Central banks
    Pivotal moment for the redback and China

    But the renminbi is likely to remain the odd man out in the SDR basket

  • Tuesday, 29 September, 2015
    beyondbricsJames Kynge
    China casts cloud – and silver lining – over EM
  • Wednesday, 19 August, 2015
    The FT ViewGlobal Economy
    World should fear an emerging market rout

    Developing countries need a stimulus to offset capital outflows

  • Wednesday, 19 August, 2015
    beyondbricsJames Kynge
    Hey, EM: where’s the structural reform?
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