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Emerging Market Crisis Is Looming

April 14th, 2020 · Comments Off on Emerging Market Crisis Is Looming

After having hit much of Asia, a second wave of the coronavirus outbreak is hitting the EU and the US, with a slump in world economic growth as a result. This is the backdrop for many emerging markets which are about to be hit by the pandemic. They are much less well equipped to deal […]

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Tags: Emerging Markets

A Very Familiar Crisis

August 19th, 2018 · Comments Off on A Very Familiar Crisis

Turkey is suffering from a classic emerging market crisis caused by gorging on dollar denominated debt. The backdrop environment is worsening, with higher US interest rates and a higher dollar. But the situation is further complicated by US-Turkish tensions and the Turkish president’s intransigence on interest rates. There are wider ramifications that could become very […]

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Tags: Emerging Markets

Argentinian Canary In The Coal Mine?

May 22nd, 2018 · Comments Off on Argentinian Canary In The Coal Mine?

Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink of a default and there aren’t bank runs and the economy still grows, this isn’t 2001. However, there are no easy solutions and should the […]

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Tags: Emerging Markets

Meet The 3 Brothers That Are Ruining South Africa

April 10th, 2017 · Comments Off on Meet The 3 Brothers That Are Ruining South Africa

South Africa enjoyed a period of solid economic performance in the decade up to the financial crisis. After that, things have deteriorated, and recent revelations have brought to light a disturbing level of government capture by three Indian brothers behind the President. It will be difficult to turn things around before the elections scheduled for […]

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Tags: Emerging Markets

The Decline Of The West? – Seeking Alpha

June 24th, 2013 · Comments Off on The Decline Of The West? – Seeking Alpha

There is little to suggest that innovation and technological progress are running out of steam, let alone slowing down. These are the most important determinants of that all-important metric: productivity. via The Decline Of The West? – Seeking Alpha.

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Tags: Economy · Emerging Markets

The coming BRIC collapse..

June 2nd, 2013 · Comments Off on The coming BRIC collapse..

Société Générale’s EM strategy team, led by Benoît Anne, declares “the end of the bull market” in the emerging world, writing, “We no longer believe there is upside in emerging markets this year.” via The coming BRIC collapse…

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Tags: Emerging Markets

The coming BRIC collapse..

May 29th, 2013 · Comments Off on The coming BRIC collapse..

“Every emerging market blow-up that I have seen was preceded by a rise in the dollar,” said Albert Edwards for Societe Generale.”Investors overlook how vulnerable these countries are to a dollar shock. The whole process of excess liquidity and foreign reserve build-up goes into reverse. It acts like monetary tightening and turns into a vicious […]

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Tags: Emerging Markets

Emerging markets the place to be?

August 17th, 2010 · Comments Off on Emerging markets the place to be?

Now that many developed markets have had a lost decade (and another one on the way)..

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Tags: Emerging Markets

Emerging markets still interesting

November 20th, 2009 · Comments Off on Emerging markets still interesting

Some say Brazil is a little frothy though..

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Tags: Emerging Markets

Morgan Stanley: Emerging markets the place to be

November 12th, 2009 · Comments Off on Morgan Stanley: Emerging markets the place to be

Even driving the global recovery. While we’re not so sure about that, earnings growth in emerging markets sure promises to be good…

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Tags: Economy · Emerging Markets