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Jan Dehn's Blog
Commentary on the world

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Bond market strategy for EM governments
Market access is key to growth in EM economies, yet bond markets in many EM countries remain under-developed. This technical report aims to give EM policy-makers the means to transition from donor dependence to genuine financial independence.

Jan Dehn
Aug 1923 min read


Are you ready for the world of tomorrow?
The population mix in most countries is set to change dramatically over the coming decades. Yet, most people are either unaware or in denial about this fact. Are you among them?

Jan Dehn
Aug 312 min read


The deliberate misreading of the Elephant Curve
Since 2016, much of politics in the West been based on a deliberate misreading of the so-called Elephant Curve.

Jan Dehn
Mar 2410 min read


The short and happy lives of EM currencies
Why are EM currencies rallying versus the US dollar? Here is quite take and the main implications.

Jan Dehn
Feb 114 min read


Argentina is stuck in a bad equilibrium
Milei suffered a great defeat in the BA legislative elections. Argentina is returning to old ways. And it is all due to the constitution.

Jan Dehn
Sep 8, 20255 min read
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