Articles by Austin Fraser

What to Make of Recent Chinese Defaults?

By Austin Fraser, 12/16/2020

Though defaults may continue, a systemic debt crisis remains unlikely.

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Into Perspective: Renewed Fears of an EM Currency and Debt Crisis

By Austin Fraser, 05/14/2020

Most Emerging Markets are in much better shape than headlines suggest.

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Brazil’s Temer Gets Hosed in Car Wash

By Austin Fraser, 05/19/2017

What does the latest Brazilian political scandal mean for investors?

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A Political Update From Korea

By Austin Fraser, 12/08/2016

Korean President Park Geun-hye's fall from power shouldn't override the country's other positive drivers.

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Chinese Fundamentals: Likely Fine, Not Falling

By Austin Fraser, 09/12/2013

Investors may be pleasantly surprised by China’s improving economic data.

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China Removes The Floor on Its Bank Lending Rate

By Austin Fraser, 07/23/2013

A brief note on credit dymanics in China.

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China’s 18th Party Congress

By Austin Fraser, 11/09/2012

China’s power transition this week is an important event, but it’s unlikely to surprise markets or mean much in the way of change ahead.

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Commentary on the WTI – Brent Differential

By Austin Fraser, 03/11/2011

An unprecedented phenomenon is currently afoot in the Energy sector—the price differential between West Texas Intermediate (WTI) and Brent crude oil hit an all-time discount. Here's a look at what's driving this gap.

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Not a Doi Moi Contagion

By Austin Fraser, 06/30/2008

Vietnam is in crisis, stirring up memories of the 1997-98 Asian Financial Crisis. But its problems are unlikely to give investors déjà vu.

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Reality Check: You Get What You Pay For

By Austin Fraser, 12/26/2007

It's safe to say everyone likes a good deal, but government subsidies often turn out to be more than we bargained for.

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