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
Categories Economy Emerging Markets Finance General HIGHLIGHTS HYPED Politics The real story behind Turkey’s 128 bn dollar fx reserve loss I Kerim Rota Güldem AtabayPosted on15 April, 2021 Is it possible to return to the Roulette table? How did the “reserve leakage” arise? … Continue ReadingThe real story behind Turkey’s 128 bn dollar fx reserve loss I Kerim Rota
Categories Economy Emerging Markets HIGHLIGHTS JPMorgan downgrades emerging market currencies to ‘underweight’ Güldem AtabayPosted on13 April, 2021 Investment bank JPMorgan recommended selling emerging market currencies on Tuesday, completing a 180-degree pivot from … Continue ReadingJPMorgan downgrades emerging market currencies to ‘underweight’
Categories Emerging Markets Markets EM: Hope dies hard Atilla YeşiladaPosted on13 April, 2021 On Monday, India’s deepening coronavirus crisis slammed the nation’s stocks and currency on concern it … Continue ReadingEM: Hope dies hard
Categories Economy Emerging Markets IMF: Vaccine inequity threatens Mideast’s economic recovery Atilla YeşiladaPosted on11 April, 2021 Middle East economies are recovering from the coronavirus pandemic faster than anticipated, largely due to … Continue ReadingIMF: Vaccine inequity threatens Mideast’s economic recovery
Categories Economy Emerging Markets Emerging market investors need to be prepared for effects of inflation Atilla YeşiladaPosted on9 April, 2021 As the world emerges from the COVID-19 pandemic, Western investors’ focus has shifted from the … Continue ReadingEmerging market investors need to be prepared for effects of inflation
Categories Economy Emerging Markets Brookings TIGER Index: The world economy stumbles toward a two-track recovery Atilla YeşiladaPosted on7 April, 2021 The world economy faces sharply divergent growth prospects across various regions, as prospects of a … Continue ReadingBrookings TIGER Index: The world economy stumbles toward a two-track recovery
Categories Economy Emerging Markets IMF: Divergent recovery creates financial stability risk Atilla YeşiladaPosted on7 April, 2021 After enduring a tumultuous 2020, the global economy is finally emerging from the worst phases … Continue ReadingIMF: Divergent recovery creates financial stability risk
Categories Emerging Markets HIGHLIGHTS EM: Lagging Developed Markets, receiving less inflows Atilla YeşiladaPosted on6 April, 2021 Developed markets (DMs) outperformed emerging markets (EMs) in March amid the rise in US bond … Continue ReadingEM: Lagging Developed Markets, receiving less inflows
Categories Emerging Markets HIGHLIGHTS Markets Reuters poll: EM FX sell-off likely by end-June Atilla YeşiladaPosted on3 April, 2021 Battered emerging market currencies will only pare some of their recent steep losses over the … Continue ReadingReuters poll: EM FX sell-off likely by end-June
Categories Emerging Markets HYPED Markets Emerging markets inflows to top $1 trillion in 2021: IIF Atilla YeşiladaPosted on2 April, 2021 LONDON (Reuters) – Emerging markets are expected to attract $1.06 trillion in foreign direct investment, … Continue ReadingEmerging markets inflows to top $1 trillion in 2021: IIF
Categories Economy Emerging Markets S&P upgrades growth forecast for emerging markets Atilla YeşiladaPosted on2 April, 2021 Ratings agency S&P Global is lifting its growth forecast for emerging markets for 2021 on … Continue ReadingS&P upgrades growth forecast for emerging markets
Categories Emerging Markets Wells Fargo: Emerging markets flipping to tightening Atilla YeşiladaPosted on31 March, 2021 Over the past few weeks, multiple central banks within the emerging markets have started the … Continue ReadingWells Fargo: Emerging markets flipping to tightening
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 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
