Jean Van de Walle

Chief Investment Officer at Sycamore Capital

View articles by Jean Van de Walle

Income Inequality and Market Size in Emerging Markets

Income Inequality and Market Size in…

August 6, 2024

16 likes4 comments

2Q 2024 Expected Returns for Emerging Markets

2Q 2024 Expected Returns for Emerging Markets

July 16, 2024

13 likes1 comment

The Past, the Present and the Future of the Fiat Dollar

The Past, the Present and the Future of the…

July 1, 2024

17 likes

The Problem with Economic Convergence

The Problem with Economic Convergence

June 10, 2024

7 likes3 comments

Big Macs, Mercantilism and the Commodity Curse

Big Macs, Mercantilism and the Commodity…

March 1, 2024

11 likes

4Q 2023, Expected Returns in Emerging Markets

4Q 2023, Expected Returns in Emerging Markets

February 5, 2024

22 likes2 comments

Why Korea Got Rich and Brazil Stagnated

Why Korea Got Rich and Brazil Stagnated

January 23, 2024

21 likes3 comments

The Energy Transition in Emerging Markets. Part 2

The Energy Transition in Emerging Markets…

December 4, 2023

11 likes

The Energy Transition in Emerging Markets, Part I

The Energy Transition in Emerging Markets…

November 16, 2023

9 likes

Convergers and Laggards in Emerging Markets

Convergers and Laggards in Emerging Markets

November 8, 2023

14 likes

Why do EM Stocks Underperform the S&P500?

Why do EM Stocks Underperform the S&P500?

October 30, 2023

6 likes

3Q 2023 Expected Returns for EM Stocks

3Q 2023 Expected Returns for EM Stocks

October 20, 2023

5 likes

Emerging Markets Have a Big Earnings Problem

Emerging Markets Have a Big Earnings Problem

October 12, 2023

14 likes

Financial Repression Has Won, For Now

Financial Repression Has Won, For Now

September 28, 2023

1 like

China's Exports Threaten the Auto Industry Worldwide

China's Exports Threaten the Auto Industry…

September 21, 2023

7 likes

If China's Boom is Over, Where Will Demand for Commodities Come From?

If China's Boom is Over, Where Will Demand…

September 12, 2023

19 likes

The Persistent Decline of Latin American Competitiveness

The Persistent Decline of Latin American…

August 31, 2023

10 likes

Stages of Development; Current Implications for Emerging Markets Part 2

Stages of Development; Current Implications…

August 24, 2023

4 likes

Stages of Development; Current Implications for EM

Stages of Development; Current Implications…

August 16, 2023

4 likes

A Tale of Two Decades for the S&P 500 and EM Stocks

A Tale of Two Decades for the S&P 500 and EM…

August 9, 2023

17 likes1 comment