EMerging Equity
EM debt
As EM Assets Rally, Should Investors Warm Up To EM Corporates? — An Interview With Robert Abad
With emerging markets (EM) equities, currencies and sovereign debt posting strong year-to-date gains, should investors also warm up to EM corporate credit, which lagged the rally? To get a better idea of what investors should expect, Robert Abad, Founder of EM+BRACE, sat down with us and shared his insight. Robert Abad: Investors with an interest in EM should always … Continue reading
Time To Buy EM? BlackRock, Templeton, Goldman, And PIMCO Say Yes
Is now the right time to buy emerging market (EM) assets? A growing number of the world’s largest money managers are saying yes, such as BlackRock, Franklin Templeton, Goldman Sachs, and an adviser to PIMCO. Against a backdrop of an oil price crisis which has been battering economies, markets, and companies; alongside worries over a slowdown in global growth led … Continue reading
Emerging Markets At A Crossroads
By M Ayhan Kose, Franziska Ohnsorge, Lei (Sandy) Ye Emerging markets face their fifth consecutive year of slowing growth. This column examines the nature of the slowdown and appropriate policy responses. Repeated downgrades in long-term growth expectations suggest that the slowdown might not be simply a pause, but the beginning of an era of weak growth … Continue reading
The Fed Hikes Rates — What Next For Emerging Markets?
In a widely expected move, the U.S. Federal Reserve (Fed) hiked its benchmark interest rate for the first time in nearly a decade on Wednesday, a decision which immediately increased borrowing costs for businesses/consumers in the U.S. and could coincidentally ripple through the world economy. After months of deliberation, Fed policy makers increased its key interest rate for short-term … Continue reading
Is This How the Next Global Financial Meltdown Will Unfold?
By Charles Hugh Smith In effect, a currency crisis is simply the abrupt revaluation of the currency to reflect new realities. I have long maintained that the structural imbalances of debt and risk that triggered the Global Financial Meltdown of 2008-2009 have effectively been transferred to the foreign exchange (FX) markets. This creates a problem for … Continue reading
4 Harbingers Of Stock Market Doom That Foreshadowed The 2008 Crash Are Flashing Red Again
By Michael Snyder So many of the exact same patterns that we witnessed just before the stock market crash of 2008 are playing out once again right before our eyes. Most of the time, a stock market crash doesn’t just come out of nowhere. Normally there are specific leading indicators that we can look for … Continue reading
Dollar Dominance Could Spell Disaster For Emerging Markets: BIS
The durability of the dollar isn’t a given, and pressure in the $12.3 trillion US Treasury market is causing alarm. A study by the Bank for International Settlements (BIS) suggests dollar dominance could spell disaster for emerging markets. The spectacular recovery by the US dollar could ruin emerging market economies that have large dollar-denominated debts, … Continue reading
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