Categories Emerging Markets Finance HYPED S&P Global: Conflict Exacerbates Risks For Emerging Markets Credit Conditions Atilla YeşiladaPosted on4 April, 20224 April, 2022 The Russia-Ukraine military conflict is hampering already-feeble credit conditions in emerging markets (EMs), according to … Continue ReadingS&P Global: Conflict Exacerbates Risks For Emerging Markets Credit Conditions
Categories Emerging Markets Finance HIGHLIGHTS EBRD sees war on Ukraine causing major growth slowdown Atilla YeşiladaPosted on4 April, 2022 The war on Ukraine will have a severe effect on economies far beyond the immediate … Continue ReadingEBRD sees war on Ukraine causing major growth slowdown
Categories Emerging Markets HIGHLIGHTS World Bank Warns Against Increasing Poverty due to Ukraine War Atilla YeşiladaPosted on31 March, 2022 The World Bank has warned that the war in Ukraine threatens to permanently damage the … Continue ReadingWorld Bank Warns Against Increasing Poverty due to Ukraine War
Categories Emerging Markets General Kazakhstan does not want to be behind new iron curtain Atilla YeşiladaPosted on30 March, 2022 Companies exiting Russia due to the war in Ukraine are welcome to move production to … Continue ReadingKazakhstan does not want to be behind new iron curtain
Categories Emerging Markets General HYPED Tim Ash: Is Putin on the brink of an extraordinary defeat? Atilla YeşiladaPosted on29 March, 2022 The market is getting optimistic (again) about peace talks in Turkey. The Ukrainian side have … Continue ReadingTim Ash: Is Putin on the brink of an extraordinary defeat?
Categories Emerging Markets HIGHLIGHTS EM: Investors dump funds on slowdown worries Atilla YeşiladaPosted on26 March, 2022 Mutual funds that invest in emerging market (EM) equities and bonds have faced huge outflows … Continue ReadingEM: Investors dump funds on slowdown worries
Categories Business Emerging Markets HYPED IMF: War-Fueled Surge in Food Prices to Hit Poorer Nations Hardest Atilla YeşiladaPosted on16 March, 2022 A new IMF blog by Christian Bogmans, Jeff Kearns, Andrea Pescatori and Ervin Prifti concludes … Continue ReadingIMF: War-Fueled Surge in Food Prices to Hit Poorer Nations Hardest
Categories Emerging Markets Markets Emerging Markets: Forget the BRICS and look at TICKS or MIST? Atilla YeşiladaPosted on15 March, 2022 For many years, the world’s most popular emerging markets have been the so-called BRICS: Brazil, … Continue ReadingEmerging Markets: Forget the BRICS and look at TICKS or MIST?
Categories Emerging Markets General HYPED UN: Ukraine war hurting poor nations amid food rising prices Atilla YeşiladaPosted on15 March, 2022 The United Nations chief Antonio Guterres has warned that Russia’s invasion attempt of Ukraine is … Continue ReadingUN: Ukraine war hurting poor nations amid food rising prices
Categories Business Emerging Markets HYPED Turkey and the UAE are getting close again. But why now? Atilla YeşiladaPosted on14 March, 2022 In the decade since the Arab Spring, Turkey and the United Arab Emirates (UAE) have … Continue ReadingTurkey and the UAE are getting close again. But why now?
Categories Emerging Markets HYPED Fitch: Russia-Ukraine Conflict Raises Risks for Some Emerging Markets Atilla YeşiladaPosted on12 March, 202212 March, 2022 Emerging markets (EMs) face a variety of additional credit risks stemming from the Russia-Ukraine conflict, … Continue ReadingFitch: Russia-Ukraine Conflict Raises Risks for Some Emerging Markets
Categories Emerging Markets General HYPED THOMAS DE WAAL: Darkness Looms Over Ukraine’s Neighborhood Atilla YeşiladaPosted on12 March, 2022 As Russia’s invasion force grinds further into Ukraine, other post-Soviet countries also have reason to … Continue ReadingTHOMAS DE WAAL: Darkness Looms Over Ukraine’s Neighborhood
Categories Business Company & Industry Emerging Markets General HIGHLIGHTS Turkish companies have the potential to double in value Cem CetingucPosted on9 March, 202211 March, 2022 According to CompaniesMarketCap data, Turkish companies generate 0.20 percent of the total turnover and 0.21 … Continue ReadingTurkish companies have the potential to double in value
Categories Emerging Markets General HYPED AP: Iran seeks ‘creative ways’ to seal nuke deal after Russian demand Atilla YeşiladaPosted on8 March, 2022 A top Iranian official said Monday that his country is seeking “creative ways” to restore … Continue ReadingAP: Iran seeks ‘creative ways’ to seal nuke deal after Russian demand
Categories Emerging Markets General HYPED IMF warns of dire consequences from Ukraine War Atilla YeşiladaPosted on6 March, 2022 In a new posting to Fund’s website, titled “IMF Staff Statement on the Economic Impact … Continue ReadingIMF warns of dire consequences from Ukraine War
Categories Business Company & Industry Emerging Markets HIGHLIGHTS MENA faces a crisis as the world’s key wheat producers are at war Cem CetingucPosted on3 March, 2022 The near future looks grim for the countries in the Middle East and North Africa … Continue ReadingMENA faces a crisis as the world’s key wheat producers are at war
Categories Emerging Markets Finance HIGHLIGHTS Macro Thoughts: February 2022 – Shades of 2006-2008? Atilla YeşiladaPosted on20 February, 2022 Similar to what happened in 2006-2008, a compelling investment narrative based on fundamental truths and … Continue ReadingMacro Thoughts: February 2022 – Shades of 2006-2008?
Categories Emerging Markets Finance HIGHLIGHTS Fed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly Atilla YeşiladaPosted on11 February, 2022 American Central Bank Fed will start raising its interest rates by March. It will also … Continue ReadingFed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly
Categories Emerging Markets HIGHLIGHTS DESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes Atilla YeşiladaPosted on11 February, 2022 On Thursday, global benchmark US 10-year government bond yield hit 2.03%, a 4 year high. … Continue ReadingDESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes
Categories Emerging Markets HYPED IIF survey: Emerging market investors get ‘jitters’ in January Atilla YeşiladaPosted on6 February, 2022 With flows into emerging markets totaling an estimated $1.1bn for the month, IIF said increased … Continue ReadingIIF survey: Emerging market investors get ‘jitters’ in January