Emerging Market Views

Reporting from points north, south, east & west

Frontier Markets

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream emerging markets (EMs), reflecting larger external financing needs and high…

March 29, 2021 Ed Parker

China Turning To US To Meet Soybean Demand

Brazil is still forecast to reap a record 133 million metric tons of soybeans this season, and overall world demand…

03.05.2021 Debbie Carlson

Angola’s Headwinds: Low Oil, Large External Debt

Low oil prices, rapid currency depreciation, and large external debt redemptions have raised concerns over Angola’s debt sustainability in the…

02.15.2021 Emerging Market Views

Asia’s Evolving Landscape Is Fueling The Global Recovery

Asia’s fast-changing landscape is fuelling the global recovery, providing exciting opportunities for businesses that can act decisively. Every day, we…

02.10.2021 Benjamin Hung

The Evolution Of China’s Commodities Markets

Trading volumes on China’s derivatives exchanges have been on an upward trajectory, as investors there become more familiar with futures…

01.15.2021 Emerging Market Views

ENI Uncovers Fresh Oil In Egypt’s Western Desert

The new discovery adds 10,000 barrels of oil per day to the current Concession production. Milan-based multinational oil and gas…

12.28.2020 Emerging Market Views

Emerging Markets

Russia’s Growth Potential Remains Low

Moody’s Investors Service this month announced Russia’s (Baa3 stable) credit profile as being supported by its “robust government balance sheet, large…

12.19.2020 Emerging Market Views

After Emerging Market Default, Sovereign Ratings Follow A Diverse Recovery

The path of sovereign ratings after default is diverse, ranging from serial defaults to recovery to investment grade. Overall, the…

11.27.2020 Ed Parker

The Big Interview

Prince Street’s Halpert Goes Deep On “Digital Decolonization”

The term “Digital Decolonization” is one that continues to gain ground within institutional investing, primarily among those with an eye…

11.16.2020 Dawn Kissi

China’s Appetite For Meat Continues To Strengthen

Despite the impact of COVID-19 and African swine fever, China’s appetite for meat is showing no sign of slowing down.…

11.09.2020 Nelson Low

Sustainability: Investor Education Can Lead To Long-Term, Resilient Growth

A conversation with a client two years ago had sparked me to rethink how financial institutions should be responding to…

10.28.2020 Didier von Daeniken

‘Extreme’ Resilience Test Ahead For African Financial Markets

The coronavirus pandemic and its economic impact will pose an “extreme test of resilience” for African countries’ developing financial markets,…

10.16.2020 Brai Odion-Esene

China’s Carbon Neutrality Bill Could Top $5 Trillion

New analysis from global energy consultancy Wood Mackenzie (WoodMac) shows more than US$5 trillion of investments would be needed for…

10.09.2020 Emerging Market Views

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BRICS

Frontier Markets

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

Ed Parker
Commodities

China Turning To US To Meet Soybean Demand

Debbie Carlson
Opinion

Asia’s Evolving Landscape Is Fueling The Global Recovery

Benjamin Hung
China

The Evolution Of China’s Commodities Markets

Emerging Market Views
Commodities

China’s Appetite For Meat Continues To Strengthen

Nelson Low

MINT

Frontier Markets

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

Ed Parker
Africa

‘Extreme’ Resilience Test Ahead For African Financial Markets

Brai Odion-Esene
Argentina

Higher Investments, Softer Growth To Hinder Latin America’s Telecom’s Sector

Emerging Market Views
Sustainability

Clean Energy’s Challenges And Opportunities Amid COVID-19

Sujay Shah
OPEC

OPEC+ Production Compounds Economic Impact Of COVID-19 Pandemic

Brai Odion-Esene

FRONTIER

Frontier Markets

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

Ed Parker
Commodities

China Turning To US To Meet Soybean Demand

Debbie Carlson
News

Angola’s Headwinds: Low Oil, Large External Debt

Emerging Market Views
Opinion

Asia’s Evolving Landscape Is Fueling The Global Recovery

Benjamin Hung
China

The Evolution Of China’s Commodities Markets

Emerging Market Views