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.
Website: https://www.understorymarkets.com/
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.
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.
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 publishes critical commentary on sovereign debt and Islamic finance, with a focus on Bangladesh's borrowing plans and sukuk pricing. Issues work through academic papers, rating agency commentary and market data to test claims and explain the arithmetic behind them.
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