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
Categories Emerging Markets HIGHLIGHTS Markets ING: CEEMEA FX Outlook 2022: Treating inflation with respect (TL outlook included) Atilla YeşiladaPosted on20 November, 2021 Currencies from Central and Eastern Europe, the Middle East and Africa will struggle in the … Continue ReadingING: CEEMEA FX Outlook 2022: Treating inflation with respect (TL outlook included)
Categories Economy Emerging Markets General HYPED IIF: Global debt dips in 3Q, but EMs full speed… Atilla YeşiladaPosted on18 November, 2021 Global debt dipped in the third quarter of 2021 though it remained near the record … Continue ReadingIIF: Global debt dips in 3Q, but EMs full speed…
Categories Economy Emerging Markets HIGHLIGHTS Turkey the black sheep among tightening EM Central Banks Atilla YeşiladaPosted on15 November, 2021 The inflation debate has heated up of late, with increasing concern that the so-called transitory … Continue ReadingTurkey the black sheep among tightening EM Central Banks
Categories Emerging Markets HYPED Moody’s: EM recovery to continue in 2022, amidst secular slow-down Atilla YeşiladaPosted on15 November, 2021 Economic activity will rebound to pre-pandemic levels in most emerging markets next year, however the … Continue ReadingMoody’s: EM recovery to continue in 2022, amidst secular slow-down
Categories Economy Emerging Markets HYPED WEF: How can developing economies recover from the pandemic? Atilla YeşiladaPosted on9 November, 2021 In last year’s COVID-19-induced global recession, global government debt surged in its largest single-year increase … Continue ReadingWEF: How can developing economies recover from the pandemic?
Categories Economy Emerging Markets General HIGHLIGHTS Tim Ash: Welcome to the new age of inflation Atilla YeşiladaPosted on5 November, 2021 The debate around inflation is centre stage at present, with headline and PPI inflation soaring … Continue ReadingTim Ash: Welcome to the new age of inflation
Categories Emerging Markets General HIGHLIGHTS Nordea: There is Erdogan and then there is the rest Atilla YeşiladaPosted on23 October, 2021 Nordea Research Team lampoons Turkey’s meddlesome president R. T. Erdogan, who has taken complete control … Continue ReadingNordea: There is Erdogan and then there is the rest
Categories Emerging Markets Larry Elliott: The next global economic emergency? Deepening debt in the developing world Atilla YeşiladaPosted on20 October, 2021 Global policymakers have enough to keep them occupied without a developing country debt crisis adding … Continue ReadingLarry Elliott: The next global economic emergency? Deepening debt in the developing world
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 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 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 General Covid-19 pushing EM youth to poverty Cem CetingucPosted on20 September, 2021 Indonesia recently surpassed India as the country with the maximum number of cases reported in a … Continue ReadingCovid-19 pushing EM youth to poverty
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 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 HIGHLIGHTS BlackRock: EM facing stagnation Atilla YeşiladaPosted on9 August, 2021 As financial capital flows into EM dry up, several leading financial intuitions express concern that … Continue ReadingBlackRock: EM facing stagnation
