Categories Emerging Markets Reuters: Inflation haunting emerging markets Atilla YeşiladaPosted on29 May, 2021 Inflation is a tax on the poor, it is said, which is possibly why central … Continue ReadingReuters: Inflation haunting emerging markets
Categories Emerging Markets Finance HIGHLIGHTS CNBC: Rising debt in emerging markets could push back Covid recovery and widen gap with developed world Atilla YeşiladaPosted on24 May, 2021 Swelling debt levels may cause emerging markets to fall further behind developed markets in the … Continue ReadingCNBC: Rising debt in emerging markets could push back Covid recovery and widen gap with developed world
Categories Emerging Markets HIGHLIGHTS Tim Ash: The Big Picture in Emerging Markets Atilla YeşiladaPosted on16 May, 2021 It’s been a while since I put out some generic bigger picture thoughts around EM, … Continue ReadingTim Ash: The Big Picture in Emerging Markets
Categories Economy Emerging Markets HIGHLIGHTS IIF: Global debt levels decline for the first time in 2-1/2 years (but read the fine print) Atilla YeşiladaPosted on15 May, 2021 (Reuters) – Global debt levels declined for the first time in 2-1/2 years in the … Continue ReadingIIF: Global debt levels decline for the first time in 2-1/2 years (but read the fine print)
Categories Economy Emerging Markets Slow vaccination could hinder emerging market recovery, warns S&P Atilla YeşiladaPosted on13 May, 2021 The economic recovery in emerging markets (EMs) will remain highly vulnerable to pandemic-related setbacks, given … Continue ReadingSlow vaccination could hinder emerging market recovery, warns S&P
Categories Business Emerging Markets HYPED Spectre of another lost tourism season haunts emerging markets Atilla YeşiladaPosted on13 May, 2021 (Reuters) – Fresh outbreaks of COVID-19 and travel curbs are deterring tourists from flocking back … Continue ReadingSpectre of another lost tourism season haunts emerging markets
Categories Emerging Markets Finance HIGHLIGHTS US inflation takes toll on EM, Turkish Lira Atilla YeşiladaPosted on12 May, 2021 The U.S. dollar rose off a 2-1/2-month low versus major peers on Wednesday, as some … Continue ReadingUS inflation takes toll on EM, Turkish Lira
Categories Economy Emerging Markets Axios: Asia faces massive new COVID surge Atilla YeşiladaPosted on10 May, 2021 Several Asian countries are facing new coronavirus waves, with some struggling to keep up with … Continue ReadingAxios: Asia faces massive new COVID surge
Categories Emerging Markets Finance EM: Rate hike cycle gains pace Atilla YeşiladaPosted on6 May, 2021 While Turkey’s Central Bank held its policy rate at 19%, Brazil’s succumbed to inflation pressures, … Continue ReadingEM: Rate hike cycle gains pace
Categories Emerging Markets Finance Capital flows to emerging markets climb in April on higher debt investments, IIF says Atilla YeşiladaPosted on5 May, 2021 Emerging market securities attracted capital flows of $45.5 billion in April, a significant recovery from … Continue ReadingCapital flows to emerging markets climb in April on higher debt investments, IIF says
Categories Emerging Markets Finance HIGHLIGHTS Taper Tantrum 2.0: Beware the TUCKANS Atilla YeşiladaPosted on4 May, 2021 2021 is not turning out to be the Goldilocks Year for Emerging Markets that the … Continue ReadingTaper Tantrum 2.0: Beware the TUCKANS
Categories Economy Emerging Markets ADB: Strong growth in Asia, under new clouds Atilla YeşiladaPosted on28 April, 2021 Developing Asian economies will grow at a solid 7.3% pace this year after contracting slightly … Continue ReadingADB: Strong growth in Asia, under new clouds
Categories Emerging Markets The Telegraph: Why India’s Covid catastrophe heralds dawn of ‘two-tiered’ world Atilla YeşiladaPosted on26 April, 2021 This is an excellent article explaining why the pandemic won’t be over until it is … Continue ReadingThe Telegraph: Why India’s Covid catastrophe heralds dawn of ‘two-tiered’ world
Categories Emerging Markets General Natixis: New wave of infection and reduced policy space to delay India’s cyclical rebound Atilla YeşiladaPosted on22 April, 2021 Important Note to our Readers: Since Turkey’s Covid-19 outbreak proceeds in very similar lines to … Continue ReadingNatixis: New wave of infection and reduced policy space to delay India’s cyclical rebound
Categories Economy Emerging Markets HIGHLIGHTS Politics Turkey: Russia plays hardball over tourism amid Ukraine dispute Güldem AtabayPosted on22 April, 202122 April, 2021 Turkish tour operators, hotel owners and businesses based in Antalya in Turkey’s Riviera, which employs the bulk … Continue ReadingTurkey: Russia plays hardball over tourism amid Ukraine dispute
Categories Emerging Markets Fitch Ratings: Emerging Market Ratings Remain Under Downward Pressure Atilla YeşiladaPosted on20 April, 2021 There have been only three emerging-market (EM) sovereign downgrades so far in 2021, well … Continue ReadingFitch Ratings: Emerging Market Ratings Remain Under Downward Pressure
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS EM: Fragile Five out, Sick Three in Atilla YeşiladaPosted on18 April, 2021 From an investment perspective, Emerging Markets (EM) are turning out to be the big disappointment … Continue ReadingEM: Fragile Five out, Sick Three in
Categories Emerging Markets Finance Growing China human rights concerns risk curbing foreign investment needed to support economy Atilla YeşiladaPosted on17 April, 2021 International criticism of China’s alleged human rights violations has grown louder in recent months, putting … Continue ReadingGrowing China human rights concerns risk curbing foreign investment needed to support economy
Categories Economy Emerging Markets Natixis: The unpleasant truth behind China’s GDP figures Atilla YeşiladaPosted on16 April, 2021 The Chinese economy started 2021 with a strong momentum as the GDP grew 18.3% YoY … Continue ReadingNatixis: The unpleasant truth behind China’s GDP figures
Categories Economy Emerging Markets VOX: Emerging markets amid US and China cross-currents Atilla YeşiladaPosted on16 April, 2021 US fiscal policy should provide a large boost to the rest of world, but the … Continue ReadingVOX: Emerging markets amid US and China cross-currents
