Emerging Markets
EMERGING MARKETS: Stocks and currencies fall as Fed minutes and virus woes feed caution
Turkish inflation seen accelerating to 16.9 percent in June
Caixin: Asia’s Ruined Run of Pandemic Success
Uneven pandemic recovery: Advanced economies grow exponentially while emerging markets struggle
A Sultan in Autumn: Erdogan Faces Turkey’s Uncontainable Forces
Global economic recovery is strong but uneven
Reuters: Inflation haunting emerging markets
CNBC: Rising debt in emerging markets could push back Covid recovery and widen gap with developed world
Tim Ash: The Big Picture in Emerging Markets
IIF: Global debt levels decline for the first time in 2-1/2 years (but read the fine print)
Slow vaccination could hinder emerging market recovery, warns S&P
Spectre of another lost tourism season haunts emerging markets
US inflation takes toll on EM, Turkish Lira
Axios: Asia faces massive new COVID surge
EM: Rate hike cycle gains pace
Capital flows to emerging markets climb in April on higher debt investments, IIF says
Taper Tantrum 2.0: Beware the TUCKANS
ADB: Strong growth in Asia, under new clouds
The Telegraph: Why India’s Covid catastrophe heralds dawn of ‘two-tiered’ world
Natixis: New wave of infection and reduced policy space to delay India’s cyclical rebound
Turkey: Russia plays hardball over tourism amid Ukraine dispute
Fitch Ratings: Emerging Market Ratings Remain Under Downward Pressure
EM: Fragile Five out, Sick Three in
Growing China human rights concerns risk curbing foreign investment needed to support economy
Natixis: The unpleasant truth behind China’s GDP figures
VOX: Emerging markets amid US and China cross-currents
The real story behind Turkey’s 128 bn dollar fx reserve loss I Kerim Rota
JPMorgan downgrades emerging market currencies to ‘underweight’