The best Emerging Markets newsletters

Sentiment Matters analyses investor sentiment and positioning across equity markets using a proprietary aggregate indicator, historical percentiles and return statistics. Issues cover country notes, weekly heatmap updates and occasional primers on market relationships such as equities and bond yields.

Weekly deep-dive interviews with founders of startups in emerging tech ecosystems such as Brazil, Ethiopia and Azerbaijan. Each issue gives a short editorial framing, a founder biography and a detailed Q&A on business model, market context and funding.

FinFormed is an analytical newsletter on finance, covering sovereign debt decisions such as Bangladesh's planned dollar bond and critical readings of academic research on sukuk pricing. Each issue weighs evidence from rating agencies, market data and published papers to test their conclusions.

A cross-asset macro newsletter that recaps the week in markets and publishes thematic deep dives, such as on Brazil's election and fiscal outlook. It turns data on inflation, yields, currencies and earnings into positioning and asset allocation views.

Interview-driven and data-backed essays on business, infrastructure and finance in emerging markets such as Africa, India and Latin America. Issues cover topics like African air travel costs, national payment systems challenging Visa and Mastercard, and the shifting centers of global higher education.

A personal blog with long-form essays on technology, investing and books, often critiquing common narratives and methodologies. Readers get analytical arguments backed by data and, in some issues, reproducible code.

Philoinvestor is a macro investing newsletter framed around fragility in markets, covering AI valuations, US fiscal deficits and dollar standard dynamics, and Brazilian elections and bonds. Readers get opinionated market analysis with a strong contrarian view and some numbers, though the excerpts lean on punchy rhetoric.

Kaventon publishes analysis of Asian economies, property markets and listed companies, alongside first-hand travel reviews of Asian cities and hotels. Readers get macro and policy commentary with an investor angle, plus practical trip notes.

Markhor covers money, technology and migration in the emerging world, with a strong focus on Pakistan. Its recent issues examine the economics of rooftop solar and the cost of remittance transfers, alongside shorter news reports on local events.

The newsletter profiles under-recognized leaders, companies and markets in emerging Asia, mixing commentary on investment policy and executive leadership with profiles of regional business figures. Readers get data-backed essays and profiles aimed at investors and executives.

ImpactPost offers commentary and analysis on impact investing, with a focus on microfinance and lending in emerging markets. Issues range from practical Covid-era recommendations for lenders to critiques of fund manager coordination and curated monthly reading lists.

Ashare Insights publishes English-language analysis of China's A-share market, covering major IPOs, corporate actions and earnings in sectors like semiconductors, optical components and batteries. It frames Chinese market developments for global and North American institutional investors.

A weekly-style roundup of news from frontier and emerging markets, mainly Africa, covering sovereign debt restructurings, credit ratings, and political developments. Readers get short summaries of recent stories with sources credited to wire services like Bloomberg, Reuters, and the BBC.