Emerging Markets Analysis
>About this Category
Companies in this category produce political and economic analysis with a focus on how it will move markets -- usually debt (sovereign bonds) or equity (stocks). Clients are usually based on Wall Street or in the City.
Condor Advisors
A small outfit offering monthly reports with emerging markets trading and investment advice. Has a respectable client list. http://www.condoradvisers.com...
CreditSights
Turns out it wasn't necessarily the best idea to get research on securities from the people selling those securities. Riding high on the ugly Wall Street scandals of recent years is CreditSights, a group of analysts who have struck out...
Eurasia Group
The Eurasia Group began with a Eurasia focus, of course, but has since spread like the 1918 flu pandemic. The Group pioneered the field of high-end political analysis, delivering customized, often in-person content to Wall Street. This appeals to those...
Medley Global Advisors
Did you overhear what Al Greenspan said on the links at Jackson Hole? If not, talk to Medley. The company makes a living wining and dining global policymakers and then telling you what they're thinking, for a fee. The company...
Oxford Analytica
Here's a business model: set up a consulting firm, next to a great university, and staff it with profs and grad students who are -- compared to say, lawyers -- intelligent, well-mannered and relatively cheap. A great model indeed. And...
QualMatrix
Looking for prices on exotic emerging market bonds? QualMatrix turns out day-in-review and intra-day prices on the most liquid global sovereign, Brady, and corporate bonds in the secondary marketplace, not to mention exotics and hyper-exotics. That means securities of various...
Roubini Global Economics Monitor
It's more than just a couple of poorly paid econ profs cashing in. The RGE Monitor is the e-future of research; it's the first country analysis firm of the new millenium. It's also a case of fortune following fame. Following...
Stratfor
Stratfor began humbly, as a daily email bulletin on world affairs combining endearing intelligence chatter ("highly placed sources inform us the Syrians are about to...") with neo-realist conspiracy theories ("Russia and China will form an alliance to counterbalance U.S. efforts...")....
eStandards Forum
Though it sounds like a cross between a dot-com and a think tank, eStandards Forum is actually -- loosely speaking -- an emerging market risk rating. The eStandards mission statement is to improve the soundness of financial systems in countries...
earlywarning
Earlywarning is an odd concept but strongly credentialed -- a crew of British journalists, veterans of the respected Economist magazine, have started a news service that, rather ambitiously, aims to report on the future. The country analysis business has seen...
