Categories Emerging Markets A brewing emerging market debt crisis Atilla YeşiladaPosted on29 March, 2021 Rudi Dornbusch, the late MIT economist, famously said that when it came to emerging market … Continue ReadingA brewing emerging market debt crisis
Categories Economy Desmond Lachman: Will Turkey Destroy Its Own Economy? Atilla YeşiladaPosted on26 March, 2021 On Friday, at 5 pm Istanbul time, dollar/TL trade above the critical resistance, as Borsa … Continue ReadingDesmond Lachman: Will Turkey Destroy Its Own Economy?
Categories Emerging Markets HYPED Emerging Markets: Confused between liquidity, geo-political tensions and rising bond yields Atilla YeşiladaPosted on20 March, 2021 Emerging Markets grasped for guidance and direction on Friday, as several opposing winds struck investors. … Continue ReadingEmerging Markets: Confused between liquidity, geo-political tensions and rising bond yields
Categories Emerging Markets HIGHLIGHTS Fitch sees Fed tapering in early 2022, warns on fragile emerging markets Atilla YeşiladaPosted on19 March, 2021 (Reuters) – Ratings agency Fitch expects the Federal Reserve to dial back its COVID-19-related economic … Continue ReadingFitch sees Fed tapering in early 2022, warns on fragile emerging markets
Categories Emerging Markets S&P: Asia’s emerging economies are poised to withstand rising U.S. yields — but risks remain Atilla YeşiladaPosted on18 March, 2021 Rising U.S. bond yields will not hurt Asia’s emerging markets as badly as they did … Continue ReadingS&P: Asia’s emerging economies are poised to withstand rising U.S. yields — but risks remain
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS Fed FOMC could seriously damage Emerging Markets Atilla YeşiladaPosted on16 March, 2021 All market participants are nervously eyeing Wednesday’s Fed FOMC meeting, but one group of asset … Continue ReadingFed FOMC could seriously damage Emerging Markets
Categories Economy Emerging Markets HIGHLIGHTS Real Turkey video: Middle Income Trap: Why few escape? Atilla YeşiladaPosted on16 March, 2021 Middle Income Trap: Why few escape? Definition: Real income per capita is used, but … Continue ReadingReal Turkey video: Middle Income Trap: Why few escape?
Categories Emerging Markets HIGHLIGHTS Another stain on EM story: Social unrest underway Atilla YeşiladaPosted on17 July, 202017 July, 2020 With Russia, India, South Africa and Brazil groaning under the burden of Covid-19 epidemics, low … Continue ReadingAnother stain on EM story: Social unrest underway
Categories Economy Emerging Markets S&P slashes emerging market GDP forecasts Atilla YeşiladaPosted on14 July, 202015 July, 2020 Ratings agency S&P Global cut its emerging market forecasts on Monday, predicting a 4.7% slump … Continue ReadingS&P slashes emerging market GDP forecasts
Categories Emerging Markets Finance Nikkei: Coronavirus triggers dollar drain in big emerging markets Atilla YeşiladaPosted on29 June, 202030 June, 2020 The global coronavirus pandemic threatens to send capital fleeing from emerging economies, as falling exports … Continue ReadingNikkei: Coronavirus triggers dollar drain in big emerging markets
Categories Emerging Markets Comment: EM is a value trap, but we live in the “who cares” world Atilla YeşiladaPosted on27 June, 202030 June, 2020 When one reads investment banking reports and financial commentary, EM assets are a strong BUY, … Continue ReadingComment: EM is a value trap, but we live in the “who cares” world
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 Nordea: EM rally built on sand Atilla YeşiladaPosted on18 June, 202019 June, 2020 A rally built on sand For Emerging Markets, the coronavirus curve has not yet peaked, … Continue ReadingNordea: EM rally built on sand
Categories Emerging Markets Finance IIF: Capital flows to emerging markets down 78% in May amid pandemic Atilla YeşiladaPosted on2 June, 20202 June, 2020 Capital flows to emerging markets securities fell 78 per cent in May despite efforts to … Continue ReadingIIF: Capital flows to emerging markets down 78% in May amid pandemic
Categories Emerging Markets Tim Ash: The big picture in EM Atilla YeşiladaPosted on1 June, 20203 June, 2020 Emerging Market assets have rallied back well, recovering much of the losses from the immediate … Continue ReadingTim Ash: The big picture in EM
Categories Economy Emerging Markets Foreign Policy: Corona forces Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality Editor P.A.Posted on4 May, 202021 May, 2020 Risky assets had rallied throughout April, thanks to slowing-down of the Covid-19 outbreaks in rich … Continue ReadingForeign Policy: Corona forces Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality
