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
Categories Economy Emerging Markets Axios: Asia faces massive new COVID surge Atilla YeşiladaPosted on10 May, 2021 Several Asian countries are facing new coronavirus waves, with some struggling to keep up with … Continue ReadingAxios: Asia faces massive new COVID surge
Categories Emerging Markets Finance EM: Rate hike cycle gains pace Atilla YeşiladaPosted on6 May, 2021 While Turkey’s Central Bank held its policy rate at 19%, Brazil’s succumbed to inflation pressures, … Continue ReadingEM: Rate hike cycle gains pace
Categories Emerging Markets Finance Capital flows to emerging markets climb in April on higher debt investments, IIF says Atilla YeşiladaPosted on5 May, 2021 Emerging market securities attracted capital flows of $45.5 billion in April, a significant recovery from … Continue ReadingCapital flows to emerging markets climb in April on higher debt investments, IIF says
Categories Emerging Markets Finance HIGHLIGHTS Taper Tantrum 2.0: Beware the TUCKANS Atilla YeşiladaPosted on4 May, 2021 2021 is not turning out to be the Goldilocks Year for Emerging Markets that the … Continue ReadingTaper Tantrum 2.0: Beware the TUCKANS
Categories Economy Emerging Markets ADB: Strong growth in Asia, under new clouds Atilla YeşiladaPosted on28 April, 2021 Developing Asian economies will grow at a solid 7.3% pace this year after contracting slightly … Continue ReadingADB: Strong growth in Asia, under new clouds
Categories Emerging Markets The Telegraph: Why India’s Covid catastrophe heralds dawn of ‘two-tiered’ world Atilla YeşiladaPosted on26 April, 2021 This is an excellent article explaining why the pandemic won’t be over until it is … Continue ReadingThe Telegraph: Why India’s Covid catastrophe heralds dawn of ‘two-tiered’ world
Categories Emerging Markets General Natixis: New wave of infection and reduced policy space to delay India’s cyclical rebound Atilla YeşiladaPosted on22 April, 2021 Important Note to our Readers: Since Turkey’s Covid-19 outbreak proceeds in very similar lines to … Continue ReadingNatixis: New wave of infection and reduced policy space to delay India’s cyclical rebound
Categories Economy Emerging Markets HIGHLIGHTS Politics Turkey: Russia plays hardball over tourism amid Ukraine dispute Güldem AtabayPosted on22 April, 202122 April, 2021 Turkish tour operators, hotel owners and businesses based in Antalya in Turkey’s Riviera, which employs the bulk … Continue ReadingTurkey: Russia plays hardball over tourism amid Ukraine dispute
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