Categories Emerging Markets HYPED EM sees interest return in October, ex-China Atilla YeşiladaPosted on8 November, 2022 Emerging markets in October posted their second-largest month of portfolio inflows this year, though China … Continue ReadingEM sees interest return in October, ex-China
Categories Emerging Markets HYPED Emerging markets face bleak outlook after stormy start to the year Atilla YeşiladaPosted on4 July, 2022 It’s been a torrid first half for emerging market assets and with the Federal Reserve … Continue ReadingEmerging markets face bleak outlook after stormy start to the year
Categories Economy Emerging Markets HYPED Moody’s: Global credit conditions more negative amid rising borrowing costs, slower economy growth Atilla YeşiladaPosted on1 July, 2022 Moody’s Investors Service on Thursday said global credit conditions have turned more negative amid rising … Continue ReadingMoody’s: Global credit conditions more negative amid rising borrowing costs, slower economy growth
Categories Emerging Markets HIGHLIGHTS World Bank Warns Against Increasing Poverty due to Ukraine War Atilla YeşiladaPosted on31 March, 2022 The World Bank has warned that the war in Ukraine threatens to permanently damage the … Continue ReadingWorld Bank Warns Against Increasing Poverty due to Ukraine War
Categories Emerging Markets HIGHLIGHTS EM: Investors dump funds on slowdown worries Atilla YeşiladaPosted on26 March, 2022 Mutual funds that invest in emerging market (EM) equities and bonds have faced huge outflows … Continue ReadingEM: Investors dump funds on slowdown worries
Categories Emerging Markets Markets Emerging Markets: Forget the BRICS and look at TICKS or MIST? Atilla YeşiladaPosted on15 March, 2022 For many years, the world’s most popular emerging markets have been the so-called BRICS: Brazil, … Continue ReadingEmerging Markets: Forget the BRICS and look at TICKS or MIST?
Categories Emerging Markets HIGHLIGHTS Will Emerging Economies Face a Hard Landing? Atilla YeşiladaPosted on27 January, 2022 Editor’s Note: On Wednesday night, Fed chair Powell forcefully signaled that monetary tightening will proceed … Continue ReadingWill Emerging Economies Face a Hard Landing?
Categories Emerging Markets HIGHLIGHTS Patrick Curran: EM central banks still ahead of the curve but vulnerable Atilla YeşiladaPosted on24 January, 2022 US CPI rose from 6.8% to 7% yoy in December (in line with expectations), and … Continue ReadingPatrick Curran: EM central banks still ahead of the curve but vulnerable
Categories Emerging Markets HYPED Cash flows to EMs stop, TL worst performer for month Atilla YeşiladaPosted on4 December, 2021 Capital flows to emerging markets not including China suffered a “sudden stop” this quarter according … Continue ReadingCash flows to EMs stop, TL worst performer for month
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 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 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 Economy Emerging Markets General Global economic recovery is strong but uneven Cem CetingucPosted on9 June, 2021 The global economy is expected to expand 5.6% in 2021, the fastest post-recession pace in … Continue ReadingGlobal economic recovery is strong but uneven
Categories General India’s latest wave of Covid-19 hits the emerging markets Cem CetingucPosted on30 April, 2021 “India’s problem is the world’s problem”, says Yasmeen Serhan in The Atlantic. Just weeks ago, … Continue ReadingIndia’s latest wave of Covid-19 hits the emerging markets
Categories Business Tourism in emerging markets faces slow recovery from virus wipe-out: IIF Atilla YeşiladaPosted on16 July, 202016 July, 2020 The coronavirus crisis decimated tourism in developing countries such as the Dominican Republic, Turkey, Vietnam … Continue ReadingTourism in emerging markets faces slow recovery from virus wipe-out: IIF
Categories Emerging Markets Finance Danske Bank: USD weakness to support EM FX…. except TL? Atilla YeşiladaPosted on11 July, 202014 July, 2020 Over the past month, the COVID-19 virus has continued to affect many emerging and frontier … Continue ReadingDanske Bank: USD weakness to support EM FX…. except TL?
Categories Emerging Markets Kearney: Investors will flee emerging markets in post-Covid period Atilla YeşiladaPosted on8 July, 20209 July, 2020 A recent Kearney Consulting survey among top executives finds diminishing appetite for cross-country direct investment. … Continue ReadingKearney: Investors will flee emerging markets in post-Covid period
Categories Finance EM inflows accelerate in June, Turkey still outlier Atilla YeşiladaPosted on3 July, 20204 July, 2020 The latest data published by the Institute of International Finance (IIF) showed Wednesday, portfolio inflows … Continue ReadingEM inflows accelerate in June, Turkey still outlier
Categories Emerging Markets Markets Reuters poll: EM currencies to rally through summer Atilla YeşiladaPosted on7 June, 20209 June, 2020 30 of 52 currency strategists, around 60%, polled by Reuters expect the emerging-market currencies’ recovery … Continue ReadingReuters poll: EM currencies to rally through summer
Categories Emerging Markets World Bank: Coronavirus Will Leave Lasting Scars On Global Economy Atilla YeşiladaPosted on3 June, 20204 June, 2020 The World Bank has said that the Coronavirus pandemic and strict lockdown measures taken to … Continue ReadingWorld Bank: Coronavirus Will Leave Lasting Scars On Global Economy
