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
Categories Emerging Markets HIGHLIGHTS Emerging bonds, stocks ex-China suffer first outflow in Aug since March 2020-IIF Atilla YeşiladaPosted on11 September, 2021 Foreign investors pulled money from both emerging market bonds and equities outside China in August, … Continue ReadingEmerging bonds, stocks ex-China suffer first outflow in Aug since March 2020-IIF
Categories Emerging Markets HYPED Tellimer: If inflation persists which emerging markets are best prepared? Atilla YeşiladaPosted on8 September, 2021 Cover Chart: EM real rates ranking Emerging markets with higher real interest rates should … Continue ReadingTellimer: If inflation persists which emerging markets are best prepared?
Categories Emerging Markets Finance HIGHLIGHTS TL slumps after soaring inflation data, but help is on its way…. Atilla YeşiladaPosted on4 September, 2021 Turkey’s lira fell up to 0.8% on Friday after inflation jumped more than expected and … Continue ReadingTL slumps after soaring inflation data, but help is on its way….
Categories Emerging Markets HIGHLIGHTS Emerging Markets: The Dawn Of A Lost Decade Atilla YeşiladaPosted on1 September, 2021 A majority of financial advisors and fund managers herald a new down for Emerging … Continue ReadingEmerging Markets: The Dawn Of A Lost Decade
Categories Emerging Markets General HYPED Rich countries’ failure to vaccinate the world will do $2.3 trillion in economic damage, The Economist says Atilla YeşiladaPosted on27 August, 2021 According to Bloomberg, expectations for a recovery in commodity prices and earnings growth are … Continue ReadingRich countries’ failure to vaccinate the world will do $2.3 trillion in economic damage, The Economist says
Categories Emerging Markets HIGHLIGHTS The Economist: Emerging-market policymakers grapple with rising inflation Atilla YeşiladaPosted on22 August, 2021 It has been a long few months for the emerging world. Punishing temperatures—July was the … Continue ReadingThe Economist: Emerging-market policymakers grapple with rising inflation
Categories Emerging Markets HIGHLIGHTS Markets BofA fund managers survey: Global fund managers still bullish on US stocks; cut stake in emerging markets, Eurozone Atilla YeşiladaPosted on22 August, 2021 Global fund managers have continued to hold a positive outlook for US equities while trimming … Continue ReadingBofA fund managers survey: Global fund managers still bullish on US stocks; cut stake in emerging markets, Eurozone
Categories Emerging Markets HIGHLIGHTS BlackRock: EM facing stagnation Atilla YeşiladaPosted on9 August, 2021 As financial capital flows into EM dry up, several leading financial intuitions express concern that … Continue ReadingBlackRock: EM facing stagnation
Categories Emerging Markets Finance HIGHLIGHTS Nikkei Asia: Who’s in trouble, the US dollar or emerging economies? Atilla YeşiladaPosted on5 August, 2021 The U.S. dollar has surged on the country’s steep economic rebound, in a trend that … Continue ReadingNikkei Asia: Who’s in trouble, the US dollar or emerging economies?
Categories Economy Emerging Markets Markets Emerging market stocks fall immensely due to Chinese regulatory efforts Cem CetingucPosted on3 August, 2021 An index of emerging market shares fell on Friday as Chinese equities slipped on regulatory … Continue ReadingEmerging market stocks fall immensely due to Chinese regulatory efforts
Categories Emerging Markets Tellimer on EM: Un-vaccinated Asia, China tech assault and tourism Atilla YeşiladaPosted on2 August, 2021 Brief summary EM (down 7%) trails DM (up 2%) as the regulatory hammer in … Continue ReadingTellimer on EM: Un-vaccinated Asia, China tech assault and tourism
Categories Emerging Markets Finance Emerging Markets arrive late to the SPAC party Atilla YeşiladaPosted on27 July, 2021 Emerging markets have so far been on the fringes of a fundraising boom using so-called … Continue ReadingEmerging Markets arrive late to the SPAC party
Categories Emerging Markets Finance HIGHLIGHTS Reuters: Rand, lira lead EMEA currencies lower as virus cases rise Atilla YeşiladaPosted on19 July, 2021 Emerging market stocks and currencies tumbled on Monday as investors rushed to safe havens on … Continue ReadingReuters: Rand, lira lead EMEA currencies lower as virus cases rise
Categories Emerging Markets Washington Post: A rate rise in the U.S. might trigger big problems in the developing world Atilla YeşiladaPosted on7 July, 2021 As the global economy began shutting down in March 2020, investors stampeded out of stock … Continue ReadingWashington Post: A rate rise in the U.S. might trigger big problems in the developing world
Categories Emerging Markets HIGHLIGHTS EMERGING MARKETS: Stocks and currencies fall as Fed minutes and virus woes feed caution Atilla YeşiladaPosted on7 July, 2021 Most emerging market currencies fell on Wednesday, while stocks were set for their worst losing … Continue ReadingEMERGING MARKETS: Stocks and currencies fall as Fed minutes and virus woes feed caution
