Categories Economy Emerging Markets General HIGHLIGHTS IMF concerns for EM growth as debts increase Cem CetingucPosted on16 September, 202216 September, 2022 About a quarter of emerging market nations and more than 60% of low-income countries are … Continue ReadingIMF concerns for EM growth as debts increase
Categories Economy Emerging Markets Finance HIGHLIGHTS Markets Emerging markets suffer 9.8 billion dollar outflow in March Cem CetingucPosted on7 April, 2022 Emerging market (EM) debt and equities suffered an outflow of $9.8 billion from foreign portfolio … Continue ReadingEmerging markets suffer 9.8 billion dollar outflow in March
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 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 Emerging Markets BNP Paribas: Emerging market equities – Opportunities among the challenges Atilla YeşiladaPosted on3 July, 20204 July, 2020 The COVID-19 pandemic has struck economies and societies hard and those in emerging countries more … Continue ReadingBNP Paribas: Emerging market equities – Opportunities among the challenges
Categories Emerging Markets Markets EM Strategy: A Few Reasons for a Correction Atilla YeşiladaPosted on23 June, 202023 June, 2020 Nowadays, it seems like markets will never fall again and I’m reminded of Irving Fisher’s … Continue ReadingEM Strategy: A Few Reasons for a Correction
Categories Emerging Markets Brad Setzer: Turkey is almost certainly headed for a classic balance-of-payments crisis Atilla YeşiladaPosted on2 June, 20204 June, 2020 Brad W Setzer, a long term and very intuitive Turkey observer wrote about the malaise … Continue ReadingBrad Setzer: Turkey is almost certainly headed for a classic balance-of-payments crisis