Categories Emerging Markets HIGHLIGHTS Survey: More investors turning sour on emerging markets Atilla YeşiladaPosted on25 November, 2021 More than one in four investors feel ‘bearish’ about emerging markets, an HSBC survey showed … Continue ReadingSurvey: More investors turning sour on emerging markets
Categories Emerging Markets General HYPED Central and Eastern Europe: Suddenly unloved by investors Atilla YeşiladaPosted on21 November, 2021 Eastern and central Europe’s normally predictable financial markets are suddenly alive with the most diverse … Continue ReadingCentral and Eastern Europe: Suddenly unloved by investors
Categories Emerging Markets HIGHLIGHTS Markets ING: CEEMEA FX Outlook 2022: Treating inflation with respect (TL outlook included) Atilla YeşiladaPosted on20 November, 2021 Currencies from Central and Eastern Europe, the Middle East and Africa will struggle in the … Continue ReadingING: CEEMEA FX Outlook 2022: Treating inflation with respect (TL outlook included)
Categories Emerging Markets Finance HIGHLIGHTS Amidst wild gyrations, TL drops into a black hole—expert comments Atilla YeşiladaPosted on18 November, 2021 Turkey’s lira plunged 6% on Thursday, breaching 11 to the dollar for the first time … Continue ReadingAmidst wild gyrations, TL drops into a black hole—expert comments
Categories Economy Emerging Markets General HYPED IIF: Global debt dips in 3Q, but EMs full speed… Atilla YeşiladaPosted on18 November, 2021 Global debt dipped in the third quarter of 2021 though it remained near the record … Continue ReadingIIF: Global debt dips in 3Q, but EMs full speed…
Categories Economy Emerging Markets HIGHLIGHTS Turkey the black sheep among tightening EM Central Banks Atilla YeşiladaPosted on15 November, 2021 The inflation debate has heated up of late, with increasing concern that the so-called transitory … Continue ReadingTurkey the black sheep among tightening EM Central Banks
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
