Categories Economy Emerging Markets Finance General HIGHLIGHTS Emerging-Market Currencies Hurt by Growth Woes After Rate Hikes Güldem AtabayPosted on18 October, 2021 Central banks’ longstanding strategy of hiking interest rates to defend currencies is failing to work … Continue ReadingEmerging-Market Currencies Hurt by Growth Woes After Rate Hikes
Categories Company & Industry Emerging Markets EM needs $1 trillion to transition to low-carb economy Cem CetingucPosted on15 October, 2021 Emerging market economies need $1 trillion a year of public and private finance in order … Continue ReadingEM needs $1 trillion to transition to low-carb economy
Categories Emerging Markets HYPED Markets IMF less optimistic about EM Atilla YeşiladaPosted on13 October, 2021 The global energy shock is rapidly mutating into inflation, adding to pressures created by supply … Continue ReadingIMF less optimistic about EM
Categories Economy Emerging Markets Danske downgrades its 2022 forecasts Atilla YeşiladaPosted on11 October, 2021 Despite skyrocketing food and energy prices, Covid-19 coming back from its presumed demise time after … Continue ReadingDanske downgrades its 2022 forecasts
Categories Economy Emerging Markets Reuters FX poll: Higher rates aim to protect EM currencies from Fed taper Cem CetingucPosted on9 October, 20219 October, 2021 The shift in global inflation expectations from transitory to sticky will spare emerging market currencies … Continue ReadingReuters FX poll: Higher rates aim to protect EM currencies from Fed taper
Categories Emerging Markets HYPED World Bank: Strong Rebound in 2021 Boosts Emerging Europe and Central Asia Atilla YeşiladaPosted on9 October, 2021 Despite the optimistic title, the new World Bank Report on the regional economy actually highlights … Continue ReadingWorld Bank: Strong Rebound in 2021 Boosts Emerging Europe and Central Asia
Categories Economy Emerging Markets HIGHLIGHTS HYPED Timothy Ash: Why EM worries me Güldem AtabayPosted on7 October, 2021 Just kicking around the EM story but I would argue that the global environment worries … Continue ReadingTimothy Ash: Why EM worries me
Categories Emerging Markets Finance HYPED Markets Currency view: MPC minutes highlight emphasis on transitory nature of inflation, weaker TL on the horizon Atilla YeşiladaPosted on5 October, 2021 CBT’s minutes from the September MPC meeting highlighted an attitude of dismissing recent inflation pressure … Continue ReadingCurrency view: MPC minutes highlight emphasis on transitory nature of inflation, weaker TL on the horizon
Categories Emerging Markets Finance HYPED Markets Danske Bank: In case of stagflation, short Emerging Markets Atilla YeşiladaPosted on22 September, 2021 Danske Bank sees about a 30% chance of a stagflation scenario playing out. In case … Continue ReadingDanske Bank: In case of stagflation, short Emerging Markets
Categories Economy Emerging Markets HIGHLIGHTS Tim Ash: Stagflation—are we there yet? Atilla YeşiladaPosted on22 September, 2021 Had to double check the dictionary definition but for me it’s persistently high inflation and … Continue ReadingTim Ash: Stagflation—are we there yet?
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 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 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 Finance HIGHLIGHTS TL slumps after soaring inflation data, but help is on its way…. Atilla YeşiladaPosted on4 September, 2021 Turkey’s lira fell up to 0.8% on Friday after inflation jumped more than expected and … Continue ReadingTL slumps after soaring inflation data, but help is on its way….
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 General HYPED Rich countries’ failure to vaccinate the world will do $2.3 trillion in economic damage, The Economist says Atilla YeşiladaPosted on27 August, 2021 According to Bloomberg, expectations for a recovery in commodity prices and earnings growth are … Continue ReadingRich countries’ failure to vaccinate the world will do $2.3 trillion in economic damage, The Economist says
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 Emerging Markets HIGHLIGHTS Markets BofA fund managers survey: Global fund managers still bullish on US stocks; cut stake in emerging markets, Eurozone Atilla YeşiladaPosted on22 August, 2021 Global fund managers have continued to hold a positive outlook for US equities while trimming … Continue ReadingBofA fund managers survey: Global fund managers still bullish on US stocks; cut stake in emerging markets, Eurozone