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 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 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 Economy EBRD forecasts 5.5 pct growth in Turkish economy, 4.2 pct in emerging countries Atilla YeşiladaPosted on10 July, 2021 Turkey’s economy is expected to grow by 5.5 percent in 2021 and 4 percent in … Continue ReadingEBRD forecasts 5.5 pct growth in Turkish economy, 4.2 pct in emerging countries
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
Categories Economy Emerging Markets General Uneven pandemic recovery: Advanced economies grow exponentially while emerging markets struggle Cem CetingucPosted on11 June, 202111 June, 2021 A stark inequality has emerged in the recovery from COVID-19, with advanced economies growing exponentially … Continue ReadingUneven pandemic recovery: Advanced economies grow exponentially while emerging markets struggle
Categories General Reuters poll: Rally in emerging market commodity currencies to roll on Atilla YeşiladaPosted on5 June, 2021 Emerging market strategists were cautiously optimistic that the sector’s commodity-linked currency rally would continue in … Continue ReadingReuters poll: Rally in emerging market commodity currencies to roll on
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