Categories Emerging Markets HYPED Moody’s: EM recovery to continue in 2022, amidst secular slow-down Atilla YeşiladaPosted on15 November, 2021 Economic activity will rebound to pre-pandemic levels in most emerging markets next year, however the … Continue ReadingMoody’s: EM recovery to continue in 2022, amidst secular slow-down
Categories Economy Emerging Markets HYPED WEF: How can developing economies recover from the pandemic? Atilla YeşiladaPosted on9 November, 2021 In last year’s COVID-19-induced global recession, global government debt surged in its largest single-year increase … Continue ReadingWEF: How can developing economies recover from the pandemic?
Categories Business Emerging Markets General HIGHLIGHTS Robert M Cutler: A Geopolitical Reshuffle in the South Caucasus Atilla YeşiladaPosted on9 November, 2021 One of its most important points in the trilateral statement signed by Armenia’s prime minister … Continue ReadingRobert M Cutler: A Geopolitical Reshuffle in the South Caucasus
Categories Economy Emerging Markets Reuters poll: Major risks awaiting world economy Atilla YeşiladaPosted on7 November, 2021 Central banks reducing emergency stimulus too quickly and further supply chain disruption are among the … Continue ReadingReuters poll: Major risks awaiting world economy
Categories Economy Emerging Markets General HIGHLIGHTS Tim Ash: Welcome to the new age of inflation Atilla YeşiladaPosted on5 November, 2021 The debate around inflation is centre stage at present, with headline and PPI inflation soaring … Continue ReadingTim Ash: Welcome to the new age of inflation
Categories Emerging Markets General HIGHLIGHTS Nordea: There is Erdogan and then there is the rest Atilla YeşiladaPosted on23 October, 2021 Nordea Research Team lampoons Turkey’s meddlesome president R. T. Erdogan, who has taken complete control … Continue ReadingNordea: There is Erdogan and then there is the rest
Categories Emerging Markets Larry Elliott: The next global economic emergency? Deepening debt in the developing world Atilla YeşiladaPosted on20 October, 2021 Global policymakers have enough to keep them occupied without a developing country debt crisis adding … Continue ReadingLarry Elliott: The next global economic emergency? Deepening debt in the developing world
Categories Economy Emerging Markets Finance General HIGHLIGHTS Emerging-Market Currencies Hurt by Growth Woes After Rate Hikes Güldem AtabayPosted on18 October, 2021 Central banks’ longstanding strategy of hiking interest rates to defend currencies is failing to work … Continue ReadingEmerging-Market Currencies Hurt by Growth Woes After Rate Hikes
Categories Company & Industry Emerging Markets EM needs $1 trillion to transition to low-carb economy Cem CetingucPosted on15 October, 2021 Emerging market economies need $1 trillion a year of public and private finance in order … Continue ReadingEM needs $1 trillion to transition to low-carb economy
Categories Emerging Markets HYPED Markets IMF less optimistic about EM Atilla YeşiladaPosted on13 October, 2021 The global energy shock is rapidly mutating into inflation, adding to pressures created by supply … Continue ReadingIMF less optimistic about EM
Categories Economy Emerging Markets Danske downgrades its 2022 forecasts Atilla YeşiladaPosted on11 October, 2021 Despite skyrocketing food and energy prices, Covid-19 coming back from its presumed demise time after … Continue ReadingDanske downgrades its 2022 forecasts
Categories Economy Emerging Markets Reuters FX poll: Higher rates aim to protect EM currencies from Fed taper Cem CetingucPosted on9 October, 20219 October, 2021 The shift in global inflation expectations from transitory to sticky will spare emerging market currencies … Continue ReadingReuters FX poll: Higher rates aim to protect EM currencies from Fed taper
Categories Emerging Markets HYPED World Bank: Strong Rebound in 2021 Boosts Emerging Europe and Central Asia Atilla YeşiladaPosted on9 October, 2021 Despite the optimistic title, the new World Bank Report on the regional economy actually highlights … Continue ReadingWorld Bank: Strong Rebound in 2021 Boosts Emerging Europe and Central Asia
Categories Economy Emerging Markets HIGHLIGHTS HYPED Timothy Ash: Why EM worries me Güldem AtabayPosted on7 October, 2021 Just kicking around the EM story but I would argue that the global environment worries … Continue ReadingTimothy Ash: Why EM worries me
Categories Emerging Markets Finance HYPED Markets Currency view: MPC minutes highlight emphasis on transitory nature of inflation, weaker TL on the horizon Atilla YeşiladaPosted on5 October, 2021 CBT’s minutes from the September MPC meeting highlighted an attitude of dismissing recent inflation pressure … Continue ReadingCurrency view: MPC minutes highlight emphasis on transitory nature of inflation, weaker TL on the horizon
Categories Emerging Markets Finance HYPED Markets Danske Bank: In case of stagflation, short Emerging Markets Atilla YeşiladaPosted on22 September, 2021 Danske Bank sees about a 30% chance of a stagflation scenario playing out. In case … Continue ReadingDanske Bank: In case of stagflation, short Emerging Markets
Categories Economy Emerging Markets HIGHLIGHTS Tim Ash: Stagflation—are we there yet? Atilla YeşiladaPosted on22 September, 2021 Had to double check the dictionary definition but for me it’s persistently high inflation and … Continue ReadingTim Ash: Stagflation—are we there yet?
Categories Emerging Markets Finance HYPED Markets Tellimer’s top EM bond picks for Q4 2021 Atilla YeşiladaPosted on17 September, 2021 By Stuart Culverhouse –Our Top 5 picks for the rest of 2021 are Buys … Continue ReadingTellimer’s top EM bond picks for Q4 2021
Categories Economy Emerging Markets Markets EMs face taper test Cem CetingucPosted on17 September, 202117 September, 2021 After a few quarters of strong recovery in economic activity — accompanied by inflationary pressure … Continue ReadingEMs face taper test
Categories Emerging Markets Finance Emerging markets: Turkish Lira remains unloved Cem CetingucPosted on14 September, 2021 A slide in Hong Kong-based technology and internet heavyweights following Beijing’s latest regulatory crackdown pushed … Continue ReadingEmerging markets: Turkish Lira remains unloved
