Mattias Martinsson

Many markets closed yesterday, but interesting moves in those who traded. S&P500 takes a hit, but EM slightly up. Mexico had a good day and most Chinese ADRs in the green. Graph shows performance since "Liberation Day". #EmergingMarkets #FrontierMarkets https://t.co/Pq9CuM7FAn

Happy Easter everyone!🐣🪶

A game within the game: 🇨🇳 vs 🇺🇸 How it's going📉 https://t.co/89Xn55y7eu

Valuations across our markets alongside comparison Note that valuations are as of March 31st. SP500 -6% since, VN Index -8%. Other markets mainly flat. #EmergingMarkets #FrontierMarkets https://t.co/iIQFKfzQjB

A nice way of letting everyone know China’s view of Trump🇨🇳🇺🇸 https://t.co/BVUuVUBiUz

Graph shows P/E-valuation of Walmart vs one of #Philippines leading listed retailers. 60% of Walmart's goods come from #China, 25% from #India. What could possibly go wrong? https://t.co/YG6ArVOX01

(5 & 10y rev/earnings growth shown in CAGR (average growth, geometrical mean)

All numbers of course in USD to adjust for currency movements.

🇺🇸 vs🇨🇳🍿tbc https://t.co/yOSLkzVBh3

1) Decision 2) Think 3) Change decision🤦 Great way to encourage corporates' long-term planning🤡 https://t.co/YPLxVPK3aH

An estimated 40-50% of total U.S. imports come from U.S. affiliated companies. I guess someone forgot to put that in the memo.

I believe there were two main reasons why Trump backed down: 1⃣Rising US bond yields 2⃣The EU’s measured response (showing readiness). Whether mere tactics or already settled remains to be seen. Either way, it’s the correct move. https://t.co/faYalAbacd

In 1930, U.S. national debt stood at 17–18% of GDP; today, it is closer to 120%. The fiscal deficit was below 1% back then, compared to around 6% now. Add the loss of its status as a perceived safe haven, combine it with a recession, and we risk the U.S. entering a new dark age.

For years, we have been discussing with investors the potential triggers for a shift of a portion of global equity allocations back to emerging and frontier markets. This is, of course, one such trigger

Sanity prevailed, as it (almost) always does. This was again a chicken race, but who runs such a race with the backseat full of kids? World is always changing, but now faster.

14% of world exports go to the U.S. Just saying. https://t.co/JYG493BdAi

Back to Asia, and the future ✈️🇸🇬 https://t.co/eD293J64Tw

Still awaiting an adult in the room to extend the 9 April deadline sufficiently for talks. Some vassal rhetoric is troubling however. While we're at it - Why not add debt restructuring to the equation? How safe are U.S. Treasuries?🤡 https://t.co/ufTE3ERnz9

People rarely drive into brick walls intentionally. We are likely to see a number of these announcements in the days to come. #Vietnam #EmergingMarkets #FrontierMarkets https://t.co/JW0V6nOOa3