Categories Economy Emerging Markets HIGHLIGHTS Real Turkey video: Middle Income Trap: Why few escape? Atilla YeşiladaPosted on16 March, 2021 Middle Income Trap: Why few escape? Definition: Real income per capita is used, but … Continue ReadingReal Turkey video: Middle Income Trap: Why few escape?
Categories Emerging Markets HIGHLIGHTS Another stain on EM story: Social unrest underway Atilla YeşiladaPosted on17 July, 202017 July, 2020 With Russia, India, South Africa and Brazil groaning under the burden of Covid-19 epidemics, low … Continue ReadingAnother stain on EM story: Social unrest underway
Categories Economy Emerging Markets S&P slashes emerging market GDP forecasts Atilla YeşiladaPosted on14 July, 202015 July, 2020 Ratings agency S&P Global cut its emerging market forecasts on Monday, predicting a 4.7% slump … Continue ReadingS&P slashes emerging market GDP forecasts
Categories Emerging Markets Finance Nikkei: Coronavirus triggers dollar drain in big emerging markets Atilla YeşiladaPosted on29 June, 202030 June, 2020 The global coronavirus pandemic threatens to send capital fleeing from emerging economies, as falling exports … Continue ReadingNikkei: Coronavirus triggers dollar drain in big emerging markets
Categories Emerging Markets Comment: EM is a value trap, but we live in the “who cares” world Atilla YeşiladaPosted on27 June, 202030 June, 2020 When one reads investment banking reports and financial commentary, EM assets are a strong BUY, … Continue ReadingComment: EM is a value trap, but we live in the “who cares” world
Categories Emerging Markets Markets EM Strategy: A Few Reasons for a Correction Atilla YeşiladaPosted on23 June, 202023 June, 2020 Nowadays, it seems like markets will never fall again and I’m reminded of Irving Fisher’s … Continue ReadingEM Strategy: A Few Reasons for a Correction
Categories Emerging Markets Nordea: EM rally built on sand Atilla YeşiladaPosted on18 June, 202019 June, 2020 A rally built on sand For Emerging Markets, the coronavirus curve has not yet peaked, … Continue ReadingNordea: EM rally built on sand
Categories Emerging Markets Finance IIF: Capital flows to emerging markets down 78% in May amid pandemic Atilla YeşiladaPosted on2 June, 20202 June, 2020 Capital flows to emerging markets securities fell 78 per cent in May despite efforts to … Continue ReadingIIF: Capital flows to emerging markets down 78% in May amid pandemic
Categories Emerging Markets Tim Ash: The big picture in EM Atilla YeşiladaPosted on1 June, 20203 June, 2020 Emerging Market assets have rallied back well, recovering much of the losses from the immediate … Continue ReadingTim Ash: The big picture in EM
Categories Economy Emerging Markets Foreign Policy: Corona forces Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality Editor P.A.Posted on4 May, 202021 May, 2020 Risky assets had rallied throughout April, thanks to slowing-down of the Covid-19 outbreaks in rich … Continue ReadingForeign Policy: Corona forces Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality
