Categories Emerging Markets Finance HIGHLIGHTS Atlantic Council: The world isn’t ready for the looming emerging-market debt crisis Atilla YeşiladaPosted on25 July, 2022 A perfect storm of economic forces threatens to swamp developing countries with inflation, rising interest … Continue ReadingAtlantic Council: The world isn’t ready for the looming emerging-market debt crisis
Categories Emerging Markets HYPED EMERGING MARKETS: Stocks hit lowest in 5 weeks, currencies a touch softer Atilla YeşiladaPosted on21 June, 2022 Currencies were range bound in the developing world, the MSCI’s index was flat by 0855 … Continue ReadingEMERGING MARKETS: Stocks hit lowest in 5 weeks, currencies a touch softer
Categories Emerging Markets HIGHLIGHTS Danske Research: Whole lotta’ bad news for EM Atilla YeşiladaPosted on7 June, 2022 Danske Research warns investors about more shocks to hit the already badly-stricken EM asset class. … Continue ReadingDanske Research: Whole lotta’ bad news for EM
Categories Emerging Markets HIGHLIGHTS Gravitas Plus: Which countries could go the Sri Lanka way Atilla YeşiladaPosted on20 May, 2022 Sri Lanka’s debt crisis is a warning to the world. The World Bank … Continue ReadingGravitas Plus: Which countries could go the Sri Lanka way
Categories Emerging Markets HYPED IIF Report: Soaring inflation leads emerging markets into stagflation Atilla YeşiladaPosted on21 April, 2022 Inflation has jumped around the world with many emerging-market economies entering the stage of stagflation, … Continue ReadingIIF Report: Soaring inflation leads emerging markets into stagflation
Categories Emerging Markets General HIGHLIGHTS IMF: Private Debt to Weigh on Global Economic Recovery Atilla YeşiladaPosted on19 April, 2022 Governments succeeded in lessening the economic pain of the pandemic by providing plenty of liquidity … Continue ReadingIMF: Private Debt to Weigh on Global Economic Recovery
Categories Emerging Markets HYPED S&P cuts emerging markets growth outlook as Ukraine adds to inflation pressure Atilla YeşiladaPosted on15 April, 2022 S&P Global Ratings trimmed its growth forecast for emerging economies to 4% in 2022, saying … Continue ReadingS&P cuts emerging markets growth outlook as Ukraine adds to inflation pressure
Categories Emerging Markets HYPED Adam Tooze: Ukraine’s War Has Already Changed the World’s Economy Atilla YeşiladaPosted on12 April, 2022 For NATO and the West’s relations with Moscow, Russian President Vladimir Putin’s invasion of Ukraine … Continue ReadingAdam Tooze: Ukraine’s War Has Already Changed the World’s Economy
Categories Economy Emerging Markets General HIGHLIGHTS Markets War triggers major economic crises throughout the globe Cem CetingucPosted on7 April, 20227 April, 2022 The fallout of the Russia and Ukraine war has just helped tip two of world’s … Continue ReadingWar triggers major economic crises throughout the globe
Categories Economy Emerging Markets Finance HIGHLIGHTS Markets Emerging markets suffer 9.8 billion dollar outflow in March Cem CetingucPosted on7 April, 2022 Emerging market (EM) debt and equities suffered an outflow of $9.8 billion from foreign portfolio … Continue ReadingEmerging markets suffer 9.8 billion dollar outflow in March
Categories Emerging Markets HIGHLIGHTS World Bank: Are we ready for the coming spate of debt crises? Atilla YeşiladaPosted on6 April, 2022 Higher inflation. Slower growth. Tightening financial conditions. In recent weeks, Russia’s invasion of Ukraine has … Continue ReadingWorld Bank: Are we ready for the coming spate of debt crises?
Categories Emerging Markets Finance HYPED S&P Global: Conflict Exacerbates Risks For Emerging Markets Credit Conditions Atilla YeşiladaPosted on4 April, 20224 April, 2022 The Russia-Ukraine military conflict is hampering already-feeble credit conditions in emerging markets (EMs), according to … Continue ReadingS&P Global: Conflict Exacerbates Risks For Emerging Markets Credit Conditions
Categories Business Emerging Markets HYPED IMF: War-Fueled Surge in Food Prices to Hit Poorer Nations Hardest Atilla YeşiladaPosted on16 March, 2022 A new IMF blog by Christian Bogmans, Jeff Kearns, Andrea Pescatori and Ervin Prifti concludes … Continue ReadingIMF: War-Fueled Surge in Food Prices to Hit Poorer Nations Hardest
Categories Emerging Markets General HYPED UN: Ukraine war hurting poor nations amid food rising prices Atilla YeşiladaPosted on15 March, 2022 The United Nations chief Antonio Guterres has warned that Russia’s invasion attempt of Ukraine is … Continue ReadingUN: Ukraine war hurting poor nations amid food rising prices
Categories Emerging Markets HYPED Fitch: Russia-Ukraine Conflict Raises Risks for Some Emerging Markets Atilla YeşiladaPosted on12 March, 202212 March, 2022 Emerging markets (EMs) face a variety of additional credit risks stemming from the Russia-Ukraine conflict, … Continue ReadingFitch: Russia-Ukraine Conflict Raises Risks for Some Emerging Markets
Categories Emerging Markets Finance HIGHLIGHTS Macro Thoughts: February 2022 – Shades of 2006-2008? Atilla YeşiladaPosted on20 February, 2022 Similar to what happened in 2006-2008, a compelling investment narrative based on fundamental truths and … Continue ReadingMacro Thoughts: February 2022 – Shades of 2006-2008?
Categories Emerging Markets Finance HIGHLIGHTS Fed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly Atilla YeşiladaPosted on11 February, 2022 American Central Bank Fed will start raising its interest rates by March. It will also … Continue ReadingFed Interest Rate Hikes Will Hurt Turkish Economy (And Other Emerging Markets) Badly
Categories Emerging Markets HIGHLIGHTS DESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes Atilla YeşiladaPosted on11 February, 2022 On Thursday, global benchmark US 10-year government bond yield hit 2.03%, a 4 year high. … Continue ReadingDESMOND LACHMAN: Winds of change set to hit emerging markets as US and China hit brakes
Categories Business HIGHLIGHTS Moody’s: U.S. rate hikes could hit highly dollarized emerging market banks Atilla YeşiladaPosted on8 February, 2022 Banks in Latin America and emerging Europe are most exposed to dollarization among developing economies, … Continue ReadingMoody’s: U.S. rate hikes could hit highly dollarized emerging market banks
Categories Emerging Markets HYPED IIF survey: Emerging market investors get ‘jitters’ in January Atilla YeşiladaPosted on6 February, 2022 With flows into emerging markets totaling an estimated $1.1bn for the month, IIF said increased … Continue ReadingIIF survey: Emerging market investors get ‘jitters’ in January
