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
Categories Atilla Yeşilada Emerging Markets HIGHLIGHTS Commentary: Why most EM are uninvestable? Atilla YeşiladaPosted on6 February, 2022 Since before the pandemic, at the beginning of each year, strategists and fund managers have … Continue ReadingCommentary: Why most EM are uninvestable?
Categories Economy Emerging Markets HYPED IMF: Faltering global economy faces total pandemic hit of $14 trillion Atilla YeşiladaPosted on25 January, 2022 The global economy has stepped into 2022 in a weaker position than previously expected, held … Continue ReadingIMF: Faltering global economy faces total pandemic hit of $14 trillion
Categories Emerging Markets HIGHLIGHTS IIF: Foreign investment in emerging markets outside China comes to ‘abrupt standstill’ Atilla YeşiladaPosted on13 January, 2022 Foreign investment in emerging market stocks and bonds outside China has come to an “abrupt … Continue ReadingIIF: Foreign investment in emerging markets outside China comes to ‘abrupt standstill’
Categories Emerging Markets Markets Emerging-Market Debt Outlook: Mixed Conditions in 2022 Atilla YeşiladaPosted on10 January, 2022 For emerging-market debt (EMD), 2022 is shaping up to be a contest of conflicting forces. … Continue ReadingEmerging-Market Debt Outlook: Mixed Conditions in 2022
Categories Emerging Markets HYPED Tim Ash: Update on Kazakhstan Atilla YeşiladaPosted on7 January, 2022 So it seems that “order” will be restored in Kazakhstan, but only with the help … Continue ReadingTim Ash: Update on Kazakhstan
Categories Emerging Markets Emerging markets outlook: Geopolitical shifts pave way to new global paradigm Atilla YeşiladaPosted on22 December, 2021 Risks are said to be on the rise in emerging markets as countries struggle to … Continue ReadingEmerging markets outlook: Geopolitical shifts pave way to new global paradigm
Categories Economy Emerging Markets HIGHLIGHTS Markets Bank investment chiefs cautious about China and emerging markets Cem CetingucPosted on7 December, 2021 Market volatility and uncertainty over China’s indebted property sector is making bank investment chiefs cautious … Continue ReadingBank investment chiefs cautious about China and emerging markets
Categories Emerging Markets HYPED S&P Global Ratings: EM EMEA (Poland, Russia, Saudi Arabia, South Africa, And Turkey) 2022 outlook Atilla YeşiladaPosted on6 December, 2021 Prelude S&P Global Ratings lowered its 2022 real GDP growth forecast for emerging markets (EMs; … Continue ReadingS&P Global Ratings: EM EMEA (Poland, Russia, Saudi Arabia, South Africa, And Turkey) 2022 outlook
Categories Emerging Markets Finance Markets Turkey may not be the only country facing a currency crisis, says investor Mark Mobius Atilla YeşiladaPosted on27 November, 2021 Turkey may not be the only country facing a currency crisis given the prospects of … Continue ReadingTurkey may not be the only country facing a currency crisis, says investor Mark Mobius
Categories Emerging Markets General HYPED Central and Eastern Europe: Suddenly unloved by investors Atilla YeşiladaPosted on21 November, 2021 Eastern and central Europe’s normally predictable financial markets are suddenly alive with the most diverse … Continue ReadingCentral and Eastern Europe: Suddenly unloved by investors
